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Principal High Income Inst (PYHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.21+0.02 (+0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.63%
5-year average return3.59%
Number of years up15
Number of years down4
Best 1-yr total return (4 June 2024)53.10%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return53.10%
Worst 3-yr total return-0.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPYHIXCategory
YTD2.00%3.62%
1-month1.20%1.08%
3-month1.61%2.50%
1-year10.93%14.69%
3-year1.85%6.16%
5-year3.55%6.21%
10-year3.37%5.48%
Last bull market9.56%11.96%
Last bear market-9.68%-7.27%

Annual total return (%) history

Year
PYHIXCategory
2024
N/AN/A
2023
13.02%N/A
2022
-10.97%N/A
2021
5.04%N/A
2020
5.42%4.91%
2019
11.73%12.62%
2018
-2.72%-2.59%
2017
5.77%6.47%
2016
14.01%13.30%
2015
-4.72%-4.01%
2014
2.31%1.11%
2013
7.07%6.90%
2012
14.96%14.67%
2011
3.25%2.83%
2010
14.99%14.24%
2009
53.10%46.70%
2008
-19.99%-26.41%
2007
2.53%1.47%
2006
8.89%10.14%
2005
4.08%2.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.69%N/AN/AN/A
20233.79%1.87%0.44%6.42%
2022-3.93%-9.68%-0.85%3.47%
20210.88%2.45%0.93%0.70%
2020-12.72%8.47%5.07%5.98%
20196.58%1.90%0.36%2.51%
2018-0.28%0.35%2.14%-4.82%
20172.35%1.52%1.85%-0.06%
20162.82%4.55%4.85%1.15%
20152.35%-0.11%-4.94%-1.96%
20142.69%2.30%-2.03%-0.60%
20132.82%-1.50%2.21%3.44%
20125.24%1.60%4.35%3.03%
20114.01%0.36%-7.15%6.53%
20104.31%-0.66%7.10%3.61%
20096.58%19.02%13.39%6.44%
2008-2.08%1.52%-5.97%-14.40%
20072.65%0.38%0.57%-1.06%
20062.41%0.00%2.75%3.48%
2005-0.40%1.71%1.58%1.15%

Rank in category (by total return)

YTD43
1-month34
3-month34
1-year43
3-year42
5-year58

Load adjusted returns

1-year10.93%
3-year1.85%
5-year3.55%
10-year3.37%