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Principal High Yield Fund (PHYFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.560.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.26%
5-Year Average Return4.18%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 17, 2024)13.88%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return13.88%
Worst 3-Yr Total Return1.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPHYFXCategory
YTD1.77%3.62%
1-Month1.32%1.08%
3-Month1.77%2.50%
1-Year10.63%14.69%
3-Year3.26%6.16%
5-Year4.74%6.21%
10-Year4.41%5.48%
Last Bull Market10.09%11.96%
Last Bear Market-9.00%-7.27%

Annual Total Return (%) History

Year
PHYFXCategory
2024
N/AN/A
2023
12.79%N/A
2022
-8.26%N/A
2021
5.72%N/A
2020
6.52%4.91%
2019
13.88%12.62%
2018
-4.32%-2.59%
2017
8.02%6.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.77%N/AN/AN/A
20233.76%1.40%0.34%6.83%
2022-3.37%-9.00%-0.72%5.08%
20211.10%2.97%0.90%0.64%
2020-12.00%8.91%4.95%5.90%
20197.13%2.65%1.18%2.35%
2018-1.15%0.67%1.86%-5.59%
20172.91%1.63%2.35%0.91%

Rank In Category (By Total Return)

YTD35
1-Month25
3-Month35
1-Year42
3-Year18
5-Year16

Load Adjusted Returns

1-Year10.63%
3-Year3.26%
5-Year4.74%
10-Year4.41%