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Principal High Yield A (CPHYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.620.00 (0.00%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.01%
5-year average return3.73%
Number of years up20
Number of years down5
Best 1-yr total return (17 Apr 2024)41.90%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return41.90%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPHYXCategory
YTD1.50%3.62%
1-month1.12%1.08%
3-month1.50%2.50%
1-year10.07%14.69%
3-year2.82%6.16%
5-year4.31%6.21%
10-year4.12%5.48%
Last bull market9.81%11.96%
Last bear market-9.15%-7.27%

Annual total return (%) history

Year
CPHYXCategory
2024
N/AN/A
2023
12.37%N/A
2022
-8.55%N/A
2021
5.39%N/A
2020
6.08%4.91%
2019
13.30%12.62%
2018
-4.79%-2.59%
2017
7.76%6.47%
2016
14.62%13.30%
2015
-2.92%-4.01%
2014
2.11%1.11%
2013
7.00%6.90%
2012
15.23%14.67%
2011
3.64%2.83%
2010
13.76%14.24%
2009
41.90%46.70%
2008
-21.34%-26.41%
2007
5.72%1.47%
2006
14.46%10.14%
2005
6.59%2.59%
2004
11.43%9.99%
2003
28.10%24.36%
2002
3.66%-1.52%
2001
3.14%2.39%
2000
-1.53%-7.12%
1999
12.02%5.05%
1998
N/A-0.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.50%N/AN/AN/A
20233.63%1.29%0.23%6.82%
2022-3.43%-9.15%-0.82%5.10%
20211.13%2.84%0.79%0.53%
2020-12.01%8.73%4.82%5.77%
20196.97%2.67%0.92%2.22%
2018-1.38%0.71%1.74%-5.78%
20172.83%1.54%2.24%0.94%
20162.02%4.75%4.76%2.39%
20152.93%0.40%-4.43%-1.70%
20142.90%2.33%-1.86%-1.18%
20132.90%-1.48%2.36%3.11%
20125.00%1.58%4.21%3.66%
20113.59%0.94%-6.68%6.22%
20104.30%-0.87%6.70%3.13%
20092.54%18.88%11.56%4.34%
2008-2.13%1.53%-10.15%-11.89%
20072.93%0.75%1.55%0.39%
20063.42%1.46%3.94%4.94%
2005-2.02%3.16%2.61%2.77%
20044.35%-2.68%4.30%5.20%
20035.83%11.01%1.03%7.93%
20024.94%-4.15%-4.87%8.34%
20011.51%-1.32%-1.12%4.13%
20002.02%0.00%2.03%-5.41%
19992.37%4.72%0.88%3.58%
1998-5.86%3.57%N/AN/A

Rank in category (by total return)

YTD57
1-month53
3-month57
1-year58
3-year27
5-year25

Load adjusted returns

1-year5.94%
3-year1.52%
5-year3.52%
10-year3.72%