NasdaqGM - Delayed Quote USD

Principal Funds, Inc. - High Income Fund (PYHIX)

8.14
0.00
(0.00%)
At close: February 28 at 8:02:24 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.81%
5y Average Return 4.04%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Feb 27, 2025) 14.99%
Worst 1Y Total Return (Feb 27, 2025) --
Best 3Y Total Return 14.99%
Worst 3Y Total Return -0.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PYHIX
Category
YTD
1.20%
3.62%
1-Month
1.20%
1.08%
3-Month
1.76%
2.50%
1-Year
7.88%
14.69%
3-Year
3.66%
6.16%
5-Year
3.75%
6.21%
10-Year
4.07%
5.48%
Last Bull Market
6.28%
11.96%
Last Bear Market
-9.68%
-7.27%

Annual Total Return (%) History

Year
PYHIX
Category
2024
6.80%
--
2023
13.02%
--
2022
-10.97%
--
2021
5.04%
--
2020
5.42%
4.91%
2019
11.73%
12.62%
2018
-2.72%
-2.59%
2017
5.77%
6.47%

2016
14.01%
13.30%
2015
-4.72%
-4.01%
2014
2.31%
1.11%
2013
7.07%
6.90%
2012
14.96%
14.67%
2011
3.25%
2.83%
2010
14.99%
14.24%
2009
53.10%
46.70%
2008
-19.99%
-26.41%
2007
2.53%
1.47%
2006
8.89%
10.14%
2005
4.08%
2.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.69% 1.14% 4.53% -0.65%
2023 3.79% 1.87% 0.44% 6.42%
2022 -3.93% -9.68% -0.85% 3.47%
2021 0.88% 2.45% 0.93% 0.70%
2020 -12.72% 8.47% 5.07% 5.98%
2019 6.58% 1.90% 0.36% 2.51%
2018 -0.28% 0.35% 2.14% -4.82%
2017 2.35% 1.52% 1.85% -0.06%
2016 2.82% 4.55% 4.85% 1.15%
2015 2.35% -0.11% -4.94% -1.96%

2014 2.69% 2.30% -2.03% -0.60%
2013 2.82% -1.50% 2.21% 3.44%
2012 5.24% 1.60% 4.35% 3.03%
2011 4.01% 0.36% -7.15% 6.53%
2010 4.31% -0.66% 7.10% 3.61%
2009 6.58% 19.02% 13.39% 6.44%
2008 -2.08% 1.52% -5.97% -14.40%
2007 2.65% 0.38% 0.57% -1.06%
2006 2.41% 0.00% 2.75% 3.48%
2005 -0.40% 1.71% 1.58% 1.15%

Rank in Category (By Total Return)

YTD 66
1-Month 66
3-Month 76
1-Year 76
3-Year 65
5-Year 58

Load Adjusted Returns

1-Year 7.88%
3-Year 3.66%
5-Year 3.75%
10-Year 4.07%

Performance & Risk

YTD Return 1.81%
5y Average Return 4.04%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Principal Funds
Net Assets 503.87M
YTD Return 1.20%
Yield 8.41%
Morningstar Rating
Inception Date Dec 29, 2004

Fund Summary

Under normal circumstances, the fund invests primarily in below investment grade bonds and bank loans which are rated, at the time of purchase, Ba1 or lower by Moody's Investors Service, Inc. ("Moody's") and BB+ or lower by S&P Global Ratings ("S&P Global"). It also invests in investment grade bank loans (also known as senior floating rate interests) and securities of foreign issuers.

Related Tickers