Nasdaq - Delayed Quote USD
Principal Inflation Protection J (PIPJX)
7.21
-0.01
(-0.14%)
At close: 8:01:58 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.98% |
| 5y Average Return | 0.74% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 15, 2025) | 11.55% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 11.55% |
| Worst 3Y Total Return | -3.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PIPJX
Category
- YTD
- 3.96%
- 2.01%
- 1-Month
- 0.68%
- 0.29%
- 3-Month
- 3.96%
- 2.93%
- 1-Year
- 5.55%
- 7.04%
- 3-Year
- -0.69%
- 5.93%
- 5-Year
- 1.80%
- 3.88%
- 10-Year
- 1.52%
- 2.85%
- Last Bull Market
- 4.80%
- 4.99%
- Last Bear Market
- -6.46%
- 3.43%
Annual Total Return (%) History
Year
PIPJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.96% | -- | -- | -- |
| 2024 | -0.14% | 0.83% | 3.86% | -3.06% |
| 2023 | 3.46% | -1.60% | -2.85% | 4.14% |
| 2022 | -2.85% | -6.46% | -5.40% | 1.97% |
| 2021 | -1.78% | 3.17% | 1.43% | 2.03% |
| 2020 | 0.36% | 4.47% | 3.30% | 1.52% |
| 2019 | 2.95% | 2.32% | 0.81% | 0.89% |
| 2018 | -0.85% | 0.62% | -0.98% | -1.00% |
| 2017 | 1.22% | -0.60% | 0.36% | 1.30% |
| 2016 | 3.51% | 1.45% | 0.95% | -2.73% |
| 2015 | 1.45% | -1.55% | -1.94% | -0.70% |
| 2014 | 1.71% | 3.49% | -2.21% | -0.58% |
| 2013 | -0.66% | -6.73% | 0.71% | -2.15% |
| 2012 | 0.81% | 2.66% | 2.02% | 0.67% |
| 2011 | 1.96% | 2.62% | 4.27% | 2.24% |
| 2010 | 0.76% | 3.88% | 2.66% | -0.93% |
| 2009 | -0.28% | 0.56% | 3.92% | 1.48% |
| 2008 | -0.98% | -0.89% | -7.32% | -10.49% |
| 2007 | 2.12% | -1.24% | 2.32% | 2.08% |
| 2006 | -2.01% | 0.71% | 3.39% | -1.37% |
| 2005 | -0.58% | 2.88% | -0.03% | 0.06% |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 41 |
| 3-Month | 64 |
| 1-Year | 75 |
| 3-Year | 79 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 4.55% |
| 3-Year | -0.69% |
| 5-Year | 1.80% |
| 10-Year | 1.52% |
Performance & Risk
| YTD Return | 1.98% |
| 5y Average Return | 0.74% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | Inflation-Protected Bond |
| Fund Family | Principal Funds |
| Net Assets | 2.3B |
| YTD Return | 3.96% |
| Yield | 3.12% |
| 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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