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NasdaqGM - Delayed Quote USD

Principal Inflation Protection Inst (PIPIX)

7.68
-0.01
(-0.13%)
As of 8:09:22 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.99%
5y Average Return 1.12%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 15, 2025) 12.36%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 12.36%
Worst 3Y Total Return -2.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PIPIX
Category
YTD
3.98%
2.01%
1-Month
0.64%
0.29%
3-Month
3.98%
2.93%
1-Year
5.71%
7.04%
3-Year
-0.31%
5.93%
5-Year
2.20%
3.88%
10-Year
2.08%
2.85%
Last Bull Market
5.04%
4.99%
Last Bear Market
-6.33%
3.43%

Annual Total Return (%) History

Year
PIPIX
Category
2025
--
--
2024
1.66%
--
2023
3.49%
--
2022
-12.08%
--
2021
5.35%
--
2020
10.59%
10.01%
2019
8.05%
7.92%
2018
-1.58%
-1.64%

2017
3.01%
2.72%
2016
3.83%
4.59%
2015
-2.15%
-2.36%
2014
3.20%
1.80%
2013
-8.37%
-7.85%
2012
7.07%
6.45%
2011
12.36%
10.93%
2010
7.15%
5.94%
2009
6.62%
10.88%
2008
-17.98%
-4.08%
2007
6.08%
9.86%
2006
0.43%
0.09%
2005
2.43%
2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.98% -- -- --
2024 0.00% 0.78% 4.02% -3.02%
2023 3.65% -1.51% -2.94% 4.44%
2022 -2.91% -6.33% -5.21% 1.99%
2021 -1.69% 3.33% 1.56% 2.11%
2020 0.49% 4.72% 3.36% 1.67%
2019 3.19% 2.53% 0.95% 1.16%
2018 -0.70% 0.83% -0.94% -0.77%
2017 1.30% -0.47% 0.70% 1.45%
2016 3.65% 1.65% 1.04% -2.46%

2015 1.54% -1.40% -1.77% -0.50%
2014 1.93% 3.66% -2.05% -0.28%
2013 -0.54% -6.64% 0.82% -2.12%
2012 0.92% 2.95% 2.22% 0.81%
2011 2.12% 2.79% 4.42% 2.50%
2010 0.94% 4.01% 2.81% -0.74%
2009 -0.14% 0.70% 4.18% 1.77%
2008 -0.80% -0.69% -7.26% -10.23%
2007 2.25% -1.03% 2.50% 2.26%
2006 -2.11% 0.40% 3.40% -1.17%
2005 -0.45% 2.95% -0.11% 0.06%

Rank in Category (By Total Return)

YTD 63
1-Month 48
3-Month 63
1-Year 71
3-Year 69
5-Year 54

Load Adjusted Returns

1-Year 5.71%
3-Year -0.31%
5-Year 2.20%
10-Year 2.08%

Performance & Risk

YTD Return 1.99%
5y Average Return 1.12%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Inflation-Protected Bond
Fund Family Principal Funds
Net Assets 2.3B
YTD Return 3.98%
Yield 3.28%
Morningstar Rating
Inception Date Dec 29, 2004

Fund Summary

The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Under normal circumstances, the fund maintains an average portfolio duration that is within ±20% of the duration of the Bloomberg U.S. Treasury Inflation Protected Securities (“TIPS”) Index. The fund is not managed to a particular maturity.

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