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Principal Fds, Inc. High Yield Fd Institutional Cl: (MF: PHYTX)
(NASDAQ Mutual Funds) As of Dec 11, 2025 06:21 PM ET
$6.70 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.23 | 71 |
| 3 months | 0.80 | 82 |
| 6 months | 3.90 | 72 |
| 1 Year | 5.59 | 77 |
| 3 Year | 8.56 | 51 |
| 5 Year | 4.82 | 34 |
| 10 Year | 5.71 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -21.18 |
| Bull Market (2/09 - 3/21) | 260.26 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 5.86 |
| 5 Year | 5.63 |
| 10 Year | 5.77 |
| Since Inception | 6.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.60 | 3.23 | 2.02 | NA |
| 2024 | 1.59 | 1.36 | 4.26 | -0.08 |
| 2023 | 3.74 | 1.38 | 0.31 | 6.97 |
| 2022 | -3.39 | -9.01 | -0.74 | 5.05 |
| 2021 | 1.07 | 2.94 | 0.87 | 0.61 |
| 2020 | -12.01 | 8.88 | 4.88 | 5.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.23 | 7.29 | 12.86 | -8.34 | 5.62 | 6.37 | 13.78 | -4.53 | 8.13 | 15.05 | -3.31 |
| % Total Return Rel to Index | -1.85 | -0.89 | -0.58 | 2.83 | 0.33 | -0.75 | -0.53 | -2.45 | 0.62 | -2.08 | 1.13 |
| % Total Return Rel to Peer | -0.42 | -0.14 | 1.45 | 0.65 | 1.02 | 1.54 | 2.08 | -1.98 | 2.64 | 3.36 | 0.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 5.00 | 1.00 | 1.00 | 3.00 |
| % Dividends | 0.41 | 0.44 | 0.40 | 0.36 | 0.36 | 0.36 | 0.42 | 0.43 | 0.39 | 0.43 | 0.40 |
| % Yield | 5.99 | 6.35 | 6.61 | 5.59 | 4.88 | 4.89 | 5.72 | 6.30 | 5.03 | 5.70 | 5.78 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.60 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%