Nasdaq - Delayed Quote USD
Principal Short-Term Income J (PSJIX)
12.01
+0.01
+(0.08%)
At close: 8:01:59 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.29% |
| 5y Average Return | 1.95% |
| Number of Years Up | 12 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 14, 2025) | 5.80% |
| Worst 1Y Total Return (Apr 14, 2025) | -- |
| Best 3Y Total Return | 5.80% |
| Worst 3Y Total Return | -0.40% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSJIX
Category
- YTD
- 1.65%
- 0.44%
- 1-Month
- 0.29%
- 0.02%
- 3-Month
- 1.65%
- 0.56%
- 1-Year
- 5.53%
- 2.65%
- 3-Year
- 3.56%
- 3.38%
- 5-Year
- 2.30%
- 2.40%
- 10-Year
- 2.01%
- 2.01%
- Last Bull Market
- 4.25%
- 2.63%
- Last Bear Market
- -1.46%
- -0.33%
Annual Total Return (%) History
Year
PSJIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.65% | -- | -- | -- |
| 2024 | 1.00% | 0.97% | 2.89% | -0.08% |
| 2023 | 1.63% | 0.29% | 0.86% | 2.92% |
| 2022 | -2.55% | -1.46% | -1.33% | 1.31% |
| 2021 | -0.57% | 0.39% | -0.02% | -0.63% |
| 2020 | -0.58% | 3.38% | 0.49% | 0.49% |
| 2019 | 1.74% | 1.48% | 0.88% | 0.44% |
| 2018 | -0.29% | 0.25% | 0.55% | 0.40% |
| 2017 | 0.68% | 0.69% | 0.51% | -0.06% |
| 2016 | 1.04% | 1.06% | 0.43% | -0.38% |
| 2015 | 0.74% | -0.07% | 0.17% | -0.37% |
| 2014 | 0.46% | 0.56% | -0.08% | 0.28% |
| 2013 | 0.51% | -0.56% | 0.50% | 0.30% |
| 2012 | 1.94% | 0.46% | 1.75% | 0.46% |
| 2011 | 0.47% | 0.80% | -0.92% | 0.52% |
| 2010 | -0.22% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 56 |
| 3-Month | 55 |
| 1-Year | 74 |
| 3-Year | 40 |
| 5-Year | 64 |
Load Adjusted Returns
| 1-Year | 4.53% |
| 3-Year | 3.56% |
| 5-Year | 2.30% |
| 10-Year | 2.01% |
Performance & Risk
| YTD Return | 1.29% |
| 5y Average Return | 1.95% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Principal Funds |
| Net Assets | 3.28B |
| YTD Return | 1.65% |
| Yield | 3.60% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2002 |
Fund Summary
The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.
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