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Principal Fds, Inc. Short-term Income Fd Cl A: (MF: SRHQX)
(NASDAQ Mutual Funds) As of Jun 3, 2024 08:00 PM ET
$11.85 USD
+0.01 (0.08%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.58 | 28 |
| 3 months | -0.02 | 29 |
| 6 months | 3.48 | 82 |
| 1 Year | 3.99 | 38 |
| 3 Year | 0.50 | 25 |
| 5 Year | 1.49 | 37 |
| 10 Year | 1.53 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 19.04 |
| Bear Market (10/07 - 2/09) | 1.60 |
| Bull Market (2/09 - 3/21) | 43.12 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 2.76 |
| 5 Year | 1.17 |
| 10 Year | 1.37 |
| Since Inception | 3.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.98 | NA | NA | NA |
| 2023 | 1.62 | 0.28 | 0.84 | 2.89 |
| 2022 | -2.47 | -1.46 | -1.33 | 1.30 |
| 2021 | -0.57 | 0.29 | -0.03 | -0.64 |
| 2020 | -0.50 | 3.36 | 0.47 | 0.52 |
| 2019 | 1.73 | 1.47 | 0.79 | 0.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.58 | 5.74 | -3.95 | -0.96 | 3.87 | 4.50 | 0.90 | 1.80 | 2.25 | 0.25 | 1.33 |
| % Total Return Rel to Index | 3.86 | 0.22 | 9.06 | 0.58 | -3.62 | -4.22 | 0.88 | -1.73 | -0.40 | -0.31 | -4.60 |
| % Total Return Rel to Peer | 1.51 | -0.64 | 5.57 | -1.63 | -2.05 | -3.47 | 2.04 | -2.20 | -2.88 | 2.24 | -1.27 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 5.00 | 1.00 | 4.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.12 | 0.34 | 0.18 | 0.11 | 0.18 | 0.26 | 0.24 | 0.20 | 0.20 | 0.15 | 0.17 |
| % Yield | 1.06 | 2.98 | 1.59 | 0.88 | 1.42 | 2.12 | 2.01 | 1.67 | 1.61 | 1.22 | 1.44 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.65 | 0.65 | 0.67 | 0.67 | 0.69 | 0.67 | 0.68 | 0.69 | 0.68 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%