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Nasdaq - Delayed Quote USD

Principal Government & High Qual Bd J (PMRJX)

8.92
+0.01
+(0.11%)
At close: 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return -1.33%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 14, 2025) 6.09%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 6.09%
Worst 3Y Total Return -4.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMRJX
Category
YTD
2.86%
-1.42%
1-Month
0.05%
0.14%
3-Month
2.86%
0.67%
1-Year
4.60%
-1.19%
3-Year
-0.15%
3.89%
5-Year
-1.08%
1.85%
10-Year
0.38%
2.30%
Last Bull Market
6.75%
1.82%
Last Bear Market
-3.96%
4.98%

Annual Total Return (%) History

Year
PMRJX
Category
2025
--
--
2024
0.31%
--
2023
4.47%
--
2022
-12.15%
--
2021
-1.92%
--
2020
2.47%
5.65%
2019
6.09%
5.88%
2018
0.56%
0.51%

2017
1.30%
1.58%
2016
1.34%
0.89%
2015
0.59%
0.49%
2014
4.77%
4.73%
2013
-1.90%
-2.72%
2012
3.86%
2.80%
2011
5.62%
6.70%
2010
5.71%
5.66%
2009
7.54%
4.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.86% -- -- --
2024 -1.35% 0.11% 5.47% -3.69%
2023 2.54% -0.93% -4.44% 7.61%
2022 -4.87% -3.96% -5.49% 1.73%
2021 -0.77% 0.03% -0.15% -1.04%
2020 0.49% 1.55% 0.43% -0.03%
2019 2.01% 2.09% 1.26% 0.61%
2018 -1.28% 0.29% -0.26% 1.84%
2017 0.28% 0.65% 0.70% -0.34%
2016 2.03% 1.26% 0.31% -2.22%

2015 0.94% -0.51% 0.83% -0.66%
2014 1.23% 1.98% 0.23% 1.25%
2013 0.14% -2.17% 0.42% -0.29%
2012 0.68% 1.29% 1.58% 0.26%
2011 0.62% 1.79% 2.44% 0.66%
2010 1.66% 3.12% 1.44% -0.59%
2009 2.28% 1.39% 2.49% 1.18%

Rank in Category (By Total Return)

YTD 63
1-Month 62
3-Month 63
1-Year 74
3-Year 79
5-Year 62

Load Adjusted Returns

1-Year 3.60%
3-Year -0.15%
5-Year -1.08%
10-Year 0.38%

Performance & Risk

YTD Return 1.86%
5y Average Return -1.33%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Intermediate Government
Fund Family Principal Funds
Net Assets 650.33M
YTD Return 2.86%
Yield 2.91%
Morningstar Rating
Inception Date Dec 15, 2008

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds issued by the U.S. government, its agencies, or instrumentalities or bonds that are rated, at the time of purchase, AAA by S&P Global Ratings (“S&P Global”) or Aaa by Moody’s Investors Service, Inc. (“Moody’s”).

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