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Nasdaq - Delayed Quote USD

Principal Short-Term Income Fund (STCCX)

12.02
+0.01
+(0.08%)
At close: 5:47:33 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.67%
5y Average Return 1.01%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 11, 2025) 4.70%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 4.70%
Worst 3Y Total Return -1.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STCCX
Category
YTD
1.32%
0.44%
1-Month
0.22%
0.02%
3-Month
1.32%
0.56%
1-Year
4.53%
2.65%
3-Year
2.54%
3.38%
5-Year
1.31%
2.40%
10-Year
1.07%
2.01%
Last Bull Market
3.70%
2.63%
Last Bear Market
-1.70%
-0.33%

Annual Total Return (%) History

Year
STCCX
Category
2025
--
--
2024
3.92%
--
2023
4.70%
--
2022
-4.92%
--
2021
-1.79%
--
2020
2.93%
3.81%
2019
3.56%
4.72%
2018
-0.00%
0.92%

2017
0.90%
1.73%
2016
1.36%
2.08%
2015
-0.38%
0.19%
2014
0.35%
1.07%
2013
0.04%
0.45%
2012
4.08%
3.67%
2011
0.21%
1.66%
2010
3.64%
4.11%
2009
9.95%
9.30%
2008
-1.78%
-4.23%
2007
3.66%
4.29%
2006
3.00%
4.05%
2005
1.07%
1.45%
2004
0.86%
1.63%
2003
3.82%
2.54%
2002
--
5.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.32% -- -- --
2024 0.73% 0.80% 2.58% -0.23%
2023 1.38% 0.12% 0.50% 2.64%
2022 -2.77% -1.70% -1.58% 1.07%
2021 -0.79% 0.08% -0.24% -0.86%
2020 -0.72% 3.15% 0.26% 0.26%
2019 1.51% 1.25% 0.57% 0.20%
2018 -0.60% 0.10% 0.24% 0.26%
2017 0.37% 0.46% 0.28% -0.21%
2016 0.91% 0.76% 0.29% -0.60%

2015 0.55% -0.28% -0.05% -0.59%
2014 0.19% 0.45% -0.36% 0.07%
2013 0.35% -0.80% 0.33% 0.17%
2012 1.78% 0.38% 1.58% 0.29%
2011 0.24% 0.66% -1.06% 0.38%
2010 1.37% 0.89% 1.64% -0.31%
2009 2.36% 3.66% 2.59% 1.01%
2008 1.76% -0.56% -0.92% -2.05%
2007 1.26% 0.27% 1.42% 0.67%
2006 0.28% 0.32% 1.60% 0.77%
2005 -0.63% 1.13% -0.14% 0.72%
2004 1.45% -1.87% 1.08% 0.22%
2003 1.33% 2.03% 0.23% 0.17%
2002 2.38% 1.06% 1.50% --

Rank in Category (By Total Return)

YTD 92
1-Month 72
3-Month 92
1-Year 97
3-Year 90
5-Year 90

Load Adjusted Returns

1-Year 3.53%
3-Year 2.54%
5-Year 1.31%
10-Year 1.07%

Performance & Risk

YTD Return 0.67%
5y Average Return 1.01%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Principal Funds
Net Assets 3.28B
YTD Return 1.32%
Yield 2.66%
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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