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Principal Opportunistic Municipal Instl (POMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.66+0.03 (+0.31%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.34%
5-year average return1.62%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)10.89%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return10.89%
Worst 3-yr total return-2.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOMFXCategory
YTD0.75%4.55%
1-month-1.06%1.05%
3-month0.49%3.41%
1-year5.93%10.93%
3-year-1.73%5.87%
5-year1.55%4.30%
10-year3.84%5.93%
Last bull market11.21%8.20%
Last bear market-6.59%7.76%

Annual total return (%) history

Year
POMFXCategory
2024
N/AN/A
2023
7.68%N/A
2022
-15.76%N/A
2021
6.76%N/A
2020
4.58%3.45%
2019
10.89%9.12%
2018
1.71%2.11%
2017
10.52%7.38%
2016
-0.06%0.90%
2015
N/A4.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.83%N/AN/AN/A
20231.74%2.18%-3.11%6.90%
2022-8.38%-6.59%-4.23%2.79%
20211.06%4.64%-0.48%1.44%
2020-7.63%5.59%3.28%3.82%
20194.10%3.06%2.24%1.09%
2018-0.50%1.20%0.29%0.72%
20172.62%3.06%2.22%2.23%
20161.97%5.09%-0.13%-6.61%
2015-0.66%1.79%3.09%N/A

Rank in category (by total return)

YTD27
1-month29
3-month23
1-year8
3-year55
5-year30

Load adjusted returns

1-year5.93%
3-year-1.73%
5-year1.55%
10-year3.84%