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Principal Government & High Qual Bd Inst (PMRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.81+0.04 (+0.46%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.06%
5-year average return-1.23%
Number of years up22
Number of years down3
Best 1-yr total return (2 Jul 2024)8.07%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return8.07%
Worst 3-yr total return-3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMRIXCategory
YTD-1.09%-1.42%
1-month1.27%0.14%
3-month0.07%0.67%
1-year1.91%-1.19%
3-year-3.29%3.89%
5-year-1.17%1.85%
10-year0.50%2.30%
Last bull market8.50%1.82%
Last bear market-3.89%4.98%

Annual total return (%) history

Year
PMRIXCategory
2024
N/AN/A
2023
4.87%N/A
2022
-11.88%N/A
2021
-1.64%N/A
2020
2.75%5.65%
2019
6.46%5.88%
2018
0.89%0.51%
2017
1.58%1.58%
2016
1.64%0.89%
2015
0.90%0.49%
2014
5.17%4.73%
2013
-1.49%-2.72%
2012
4.37%2.80%
2011
6.14%6.70%
2010
6.23%5.66%
2009
8.07%4.74%
2008
4.04%4.76%
2007
6.35%6.09%
2006
4.67%3.47%
2005
2.31%1.91%
2004
3.95%3.01%
2003
2.21%1.90%
2002
8.87%9.23%
2001
7.48%6.81%
2000
10.69%10.86%
1999
0.31%-1.35%
1998
N/A7.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.17%0.07%N/AN/A
20232.75%-0.94%-4.34%7.71%
2022-4.81%-3.89%-5.41%1.83%
2021-0.70%0.11%-0.08%-0.97%
20200.57%1.63%0.50%0.03%
20192.09%2.18%1.35%0.69%
2018-1.21%0.36%-0.17%1.94%
20170.35%0.72%0.77%-0.27%
20162.10%1.34%0.39%-2.15%
20151.04%-0.44%0.90%-0.59%
20141.33%2.08%0.32%1.35%
20130.25%-2.06%0.52%-0.19%
20120.80%1.42%1.70%0.38%
20110.74%1.92%2.58%0.79%
20101.78%3.25%1.57%-0.47%
20092.40%1.51%2.62%1.31%
20081.83%-0.44%1.25%1.36%
20071.55%-0.57%2.51%2.75%
2006-0.21%0.09%3.41%1.34%
2005-0.23%2.12%-0.13%0.54%
20041.74%-1.05%2.28%0.96%
20030.77%0.78%0.19%0.45%
20020.81%3.50%3.13%1.18%
20012.60%0.69%4.31%-0.26%
20001.53%2.05%3.00%3.72%
19990.28%-0.85%0.80%0.08%
19982.43%2.94%0.60%N/A

Rank in category (by total return)

YTD81
1-month8
3-month75
1-year53
3-year64
5-year84

Load adjusted returns

1-year1.91%
3-year-3.29%
5-year-1.17%
10-year0.50%