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Principal Short-Term Income Inst (PSHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.83+0.02 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.30%
5-year average return1.74%
Number of years up24
Number of years down3
Best 1-yr total return (29 May 2024)11.22%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return11.22%
Worst 3-yr total return-0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSHIXCategory
YTD0.65%0.44%
1-month-0.38%0.02%
3-month0.03%0.56%
1-year4.22%2.65%
3-year0.73%3.38%
5-year1.72%2.40%
10-year1.78%2.01%
Last bull market3.91%2.63%
Last bear market-1.41%-0.33%

Annual total return (%) history

Year
PSHIXCategory
2024
N/AN/A
2023
5.99%N/A
2022
-3.83%N/A
2021
-0.63%N/A
2020
4.01%3.81%
2019
4.86%4.72%
2018
1.14%0.92%
2017
2.06%1.73%
2016
2.43%2.08%
2015
0.77%0.19%
2014
1.56%1.07%
2013
1.17%0.45%
2012
5.16%3.67%
2011
1.43%1.66%
2010
4.73%4.11%
2009
11.22%9.30%
2008
-0.63%-4.23%
2007
4.79%4.29%
2006
4.18%4.05%
2005
2.10%1.45%
2004
1.87%1.63%
2003
4.87%2.54%
2002
5.98%5.47%
2001
8.52%7.27%
2000
8.33%7.59%
1999
3.08%2.21%
1998
5.79%6.27%
1997
5.98%6.59%
1996
N/A4.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.04%N/AN/AN/A
20231.68%0.34%0.90%2.95%
2022-2.51%-1.41%-1.28%1.36%
2021-0.52%0.44%0.03%-0.58%
2020-0.53%3.44%0.62%0.46%
20191.80%1.55%0.94%0.49%
2018-0.23%0.31%0.60%0.47%
20170.73%0.75%0.57%-0.01%
20161.10%1.13%0.50%-0.31%
20150.83%-0.00%0.16%-0.21%
20140.46%0.73%0.00%0.36%
20130.62%-0.45%0.62%0.38%
20121.98%0.66%1.87%0.57%
20110.60%0.94%-0.78%0.66%
20101.64%1.17%1.94%-0.09%
20092.74%3.95%2.80%1.30%
20082.14%-0.27%-0.71%-1.75%
20071.47%0.56%1.71%0.97%
20060.13%1.04%1.89%1.07%
2005-0.39%1.38%0.11%0.99%
20041.71%-1.62%1.34%0.47%
20031.58%2.29%0.49%0.43%
20020.09%2.66%1.35%1.77%
20012.86%1.57%3.25%0.60%
20001.11%2.03%2.03%2.92%
19990.84%0.07%1.47%0.67%
19980.65%1.40%3.16%0.48%
19970.68%1.93%1.96%1.29%
19961.91%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month50
3-month37
1-year35
3-year29
5-year35

Load adjusted returns

1-year4.22%
3-year0.73%
5-year1.72%
10-year1.78%