Nasdaq - Delayed Quote USD
Principal High Yield Inst (PHYTX)
6.65
+0.04
+(0.61%)
At close: 8:01:58 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in below investment grade bonds and bank loans (sometimes called “high yield” or “junk”), which are rated Ba1 or lower by Moody’s Investors Service, Inc. (“Moody’s”) and BB+ or lower by S&P Global Ratings. It also invests in investment grade bank loans (also known as senior floating rate interests) and securities of foreign issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.93% |
| 5y Average Return | 6.45% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHYTX | Category Average | PHYTX | Category Average | PHYTX | Category Average | |
| Alpha | 3.34 | 0.03 | 6.37 | 0.04 | 3.08 | 0.04 |
| BETA | 0.77 | 0.01 | 0.8 | 0 | 0.68 | 0 |
| Mean Annual Return | 0.51 | 0.01 | 0.55 | 0.01 | 0.4 | 0 |
| R-squared | 57.55 | 0.04 | 52.69 | 0.05 | 23.83 | 0.04 |
| Standard Deviation | 7.5 | 0.09 | 6.9 | 0.07 | 6.99 | 0.07 |
| Sharpe Ratio | 0.2 | 0.01 | 0.54 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | 1.62 | 0.11 | 4.56 | 0.11 | 3.94 | 0.12 |
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