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Principal HighYield R-6 (PHYFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.65+0.03 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.97%
5-year average return4.45%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)13.88%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return13.88%
Worst 3-yr total return1.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHYFXCategory
YTD1.11%3.62%
1-month-0.65%1.08%
3-month0.72%2.50%
1-year8.72%14.69%
3-year2.64%6.16%
5-year4.29%6.21%
10-year4.27%5.48%
Last bull market9.82%11.96%
Last bear market-9.00%-7.27%

Annual total return (%) history

Year
PHYFXCategory
2024
N/AN/A
2023
12.79%N/A
2022
-8.26%N/A
2021
5.72%N/A
2020
6.52%4.91%
2019
13.88%12.62%
2018
-4.32%-2.59%
2017
8.02%6.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.77%N/AN/AN/A
20233.76%1.40%0.34%6.83%
2022-3.37%-9.00%-0.72%5.08%
20211.10%2.97%0.90%0.64%
2020-12.00%8.91%4.95%5.90%
20197.13%2.65%1.18%2.35%
2018-1.15%0.67%1.86%-5.59%
20172.91%1.63%2.35%0.91%

Rank in category (by total return)

YTD35
1-month30
3-month38
1-year42
3-year21
5-year18

Load adjusted returns

1-year8.72%
3-year2.64%
5-year4.29%
10-year4.27%