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Nasdaq - Delayed Quote USD

Principal Core Fixed Income J (PIOJX)

8.49
+0.01
+(0.12%)
At close: 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.61%
5y Average Return -0.34%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Apr 11, 2025) 9.13%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 9.13%
Worst 3Y Total Return -3.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PIOJX
Category
YTD
2.51%
-1.22%
1-Month
-0.07%
0.67%
3-Month
2.51%
1.77%
1-Year
4.57%
0.77%
3-Year
0.47%
5.26%
5-Year
0.34%
3.02%
10-Year
1.60%
3.31%
Last Bull Market
6.33%
3.52%
Last Bear Market
-5.04%
3.25%

Annual Total Return (%) History

Year
PIOJX
Category
2025
--
--
2024
1.39%
--
2023
5.56%
--
2022
-12.87%
--
2021
-1.98%
--
2020
8.08%
7.52%
2019
8.73%
8.06%
2018
-0.12%
-0.50%

2017
4.30%
3.71%
2016
5.17%
3.23%
2015
-1.30%
-0.26%
2014
4.94%
5.18%
2013
-0.28%
-1.42%
2012
9.13%
7.01%
2011
5.26%
5.86%
2010
7.78%
7.72%
2009
--
13.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.51% -- -- --
2024 -0.60% 0.03% 5.15% -3.02%
2023 3.10% -0.89% -3.25% 6.77%
2022 -5.75% -5.04% -4.26% 1.68%
2021 -3.51% 2.04% 0.02% -0.47%
2020 -0.42% 5.79% 1.36% 1.22%
2019 3.53% 2.48% 2.18% 0.30%
2018 -1.11% 0.39% 0.41% 0.20%
2017 1.20% 1.31% 1.17% 0.56%
2016 2.66% 3.18% 1.21% -1.90%

2015 1.56% -1.10% -0.40% -1.34%
2014 2.25% 2.32% -0.39% 0.70%
2013 0.58% -2.59% 0.92% 0.85%
2012 2.35% 2.17% 3.37% 0.95%
2011 1.42% 1.71% 0.01% 2.03%
2010 1.55% 2.99% 3.67% -0.60%
2009 1.77% -- -- --

Rank in Category (By Total Return)

YTD 77
1-Month 71
3-Month 77
1-Year 82
3-Year 56
5-Year 28

Load Adjusted Returns

1-Year 3.57%
3-Year 0.47%
5-Year 0.34%
10-Year 1.60%

Performance & Risk

YTD Return 0.61%
5y Average Return -0.34%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Principal Funds
Net Assets 10.74B
YTD Return 2.51%
Yield 3.39%
Morningstar Rating
Inception Date Nov 25, 2014

Fund Summary

The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities (securitized products), bank loans, and foreign securities.

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