Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal Bond Market Index J (PBIJX)

8.24
+0.02
+(0.24%)
At close: 8:01:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.61%
5y Average Return -1.33%
Number of Years Up 9
Number of Years Down 5
Best 1Y Total Return (Apr 14, 2025) 7.83%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 7.83%
Worst 3Y Total Return -3.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PBIJX
Category
YTD
2.72%
-1.22%
1-Month
0.00%
0.67%
3-Month
2.72%
1.77%
1-Year
4.50%
0.77%
3-Year
-0.01%
5.26%
5-Year
-0.91%
3.02%
10-Year
0.82%
3.31%
Last Bull Market
6.11%
3.52%
Last Bear Market
-4.87%
3.25%

Annual Total Return (%) History

Year
PBIJX
Category
2025
--
--
2024
0.75%
--
2023
5.13%
--
2022
-13.57%
--
2021
-2.04%
--
2020
6.90%
7.52%
2019
7.83%
8.06%
2018
-0.69%
-0.50%

2017
2.97%
3.71%
2016
1.64%
3.23%
2015
-0.19%
-0.26%
2014
4.91%
5.18%
2013
-2.92%
-1.42%
2012
3.26%
7.01%
2011
6.77%
5.86%
2010
--
7.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.72% -- -- --
2024 -0.96% 0.12% 5.10% -3.33%
2023 3.17% -1.06% -3.46% 6.69%
2022 -5.93% -4.87% -4.77% 1.41%
2021 -3.51% 1.77% 0.00% -0.24%
2020 3.07% 2.71% 0.43% 0.55%
2019 2.77% 2.88% 1.99% 0.00%
2018 -1.67% -0.28% -0.19% 1.48%
2017 0.66% 1.30% 0.74% 0.24%
2016 2.82% 2.01% 0.18% -3.28%

2015 1.48% -1.82% 1.02% -0.84%
2014 1.62% 1.97% -0.18% 1.43%
2013 -0.36% -2.55% 0.28% -0.30%
2012 0.09% 1.75% 1.45% -0.06%
2011 0.10% 2.03% 3.60% 0.91%
2010 3.17% 2.11% -1.49% --

Rank in Category (By Total Return)

YTD 49
1-Month 50
3-Month 49
1-Year 85
3-Year 88
5-Year 94

Load Adjusted Returns

1-Year 3.50%
3-Year -0.01%
5-Year -0.91%
10-Year 0.82%

Performance & Risk

YTD Return 1.61%
5y Average Return -1.33%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Principal Funds
Net Assets 2.59B
YTD Return 2.72%
Yield 3.28%
Morningstar Rating
Inception Date Dec 30, 2009

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments designed to track the Bloomberg US Aggregate Index (the "index"). The index is composed of investment grade, fixed-rate debt issues with maturities of one year or more, including government securities, corporate securities, and asset-backed and mortgage-backed securities (securitized products).

Related Tickers