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Principal Fds, Inc. Short-term Income Fd Cl A: (MF: SRHQX)

(NASDAQ Mutual Funds) As of May 22, 2024 08:00 PM ET

$11.84 USD

-0.01 (-0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

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

20242023202220212020201920182017201620152014
% Total Return 0.585.74-3.95-0.963.874.500.901.802.250.251.33
% Total Return Rel to Index 3.860.229.060.58-3.62-4.220.88-1.73-0.40-0.31-4.60
% Total Return Rel to Peer 1.51-0.645.57-1.63-2.05-3.472.04-2.20-2.882.24-1.27
% Perf Quintile vs Peer* 0.004.001.004.004.005.001.004.004.002.004.00
% Dividends 0.120.340.180.110.180.260.240.200.200.150.17
% Yield 1.062.981.590.881.422.122.011.671.611.221.44
Capital Gains ($) 0.000.000.000.060.090.000.000.000.000.000.00
Expense Ratio 0.000.650.650.670.670.690.670.680.690.680.69

* 1 = Top 20%, 5 = Bottom 20%