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Principal Fds, Inc. Short-term Income Fund Class J: (MF: PSJIX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$12.10 USD
+0.01 (0.08%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.11 | 45 |
| 3 months | 2.63 | 77 |
| 6 months | 3.73 | 77 |
| 1 Year | 6.99 | 74 |
| 3 Year | 1.63 | 25 |
| 5 Year | 1.80 | 40 |
| 10 Year | 1.84 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 4.80 |
| 5 Year | 1.56 |
| 10 Year | 1.64 |
| Since Inception | 1.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.99 | 0.97 | NA | NA |
| 2023 | 1.63 | 0.28 | 0.85 | 2.92 |
| 2022 | -2.55 | -1.46 | -1.33 | 1.30 |
| 2021 | -0.56 | 0.38 | -0.01 | -0.63 |
| 2020 | -0.58 | 3.38 | 0.47 | 0.52 |
| 2019 | 1.73 | 1.48 | 0.87 | 0.45 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.11 | 5.80 | -4.01 | -0.83 | 3.81 | 4.63 | 0.91 | 1.83 | 2.16 | 0.30 | 1.21 |
| % Total Return Rel to Index | 1.03 | 0.27 | 9.00 | 0.71 | -3.69 | -4.09 | 0.89 | -1.71 | -0.49 | -0.27 | -4.73 |
| % Total Return Rel to Peer | -0.03 | -0.59 | 5.50 | -1.50 | -2.12 | -3.35 | 2.05 | -2.17 | -2.97 | 2.28 | -1.39 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 5.00 | 1.00 | 4.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.28 | 0.34 | 0.19 | 0.11 | 0.18 | 0.27 | 0.24 | 0.21 | 0.20 | 0.14 | 0.16 |
| % Yield | 2.20 | 3.20 | 1.56 | 0.89 | 1.39 | 2.09 | 1.96 | 1.64 | 1.56 | 1.15 | 1.27 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.58 | 0.61 | 0.62 | 0.62 | 0.65 | 0.67 | 0.66 | 0.65 | 0.70 | 0.75 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%