NasdaqGM - Delayed Quote USD
Principal Spectrum Pref&Cptl Scs IncInst (PPSIX)
At close: 8:06 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.23% |
| 5y Average Return | 3.03% |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 17, 2024) | 46.57% |
| Worst 1Y Total Return (Oct 17, 2024) | -- |
| Best 3Y Total Return | 46.57% |
| Worst 3Y Total Return | -0.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PPSIX
Category
- YTD
- 9.99%
- 5.09%
- 1-Month
- 1.69%
- 1.29%
- 3-Month
- 4.59%
- 3.60%
- 1-Year
- 15.98%
- 19.60%
- 3-Year
- 1.33%
- 7.20%
- 5-Year
- 3.13%
- 5.90%
- 10-Year
- 4.45%
- 6.54%
- Last Bull Market
- 11.28%
- 11.27%
- Last Bear Market
- -7.44%
- -4.58%
Annual Total Return (%) History
Year
PPSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.75% | 1.36% | 4.59% | -- |
| 2023 | -2.10% | 1.97% | 1.14% | 5.44% |
| 2022 | -5.02% | -7.44% | -1.48% | 3.13% |
| 2021 | 0.03% | 2.67% | 0.86% | -0.54% |
| 2020 | -12.25% | 10.13% | 4.50% | 4.42% |
| 2019 | 6.41% | 3.53% | 2.98% | 2.64% |
| 2018 | -1.11% | -0.71% | 0.89% | -3.64% |
| 2017 | 4.08% | 3.73% | 1.47% | 0.87% |
| 2016 | -0.02% | 2.51% | 2.55% | -1.31% |
| 2015 | 3.25% | -1.01% | 0.73% | 2.03% |
| 2014 | 5.29% | 3.99% | 0.29% | 1.57% |
| 2013 | 2.89% | -1.64% | -1.03% | 1.64% |
| 2012 | 7.95% | 1.55% | 5.53% | 3.03% |
| 2011 | 3.98% | 1.64% | -5.93% | 2.13% |
| 2010 | 6.76% | -1.74% | 10.27% | 0.70% |
| 2009 | -13.49% | 38.94% | 16.21% | 4.93% |
| 2008 | 2.82% | -3.77% | -20.90% | -0.72% |
| 2007 | 0.95% | -1.21% | -1.88% | -5.98% |
| 2006 | 0.52% | -1.38% | 5.30% | 2.45% |
| 2005 | -1.21% | 2.01% | 0.63% | 0.21% |
| 2004 | 3.16% | -5.26% | 4.16% | 2.51% |
| 2003 | 2.21% | 5.55% | -0.45% | 3.09% |
| 2002 | 3.66% | 0.25% | -- | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 78 |
| 3-Month | 75 |
| 1-Year | 86 |
| 3-Year | 44 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 15.98% |
| 3-Year | 1.33% |
| 5-Year | 3.13% |
| 10-Year | 4.45% |
Performance & Risk
| YTD Return | 10.23% |
| 5y Average Return | 3.03% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.69 |
| Morningstar Risk Rating |
Fund Overview
| Category | Preferred Stock |
| Fund Family | Principal Funds |
| Net Assets | 6.36B |
| YTD Return | 9.99% |
| Yield | 5.17% |
| Morningstar Rating | |
| Inception Date | Jan 03, 2017 |
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in preferred securities and capital securities at the time of purchase. Preferred securities typically include preferred stock and various types of junior subordinated debt and trust preferred securities. It also invests up to 55% of its assets in below-investment-grade preferred securities and bonds (sometimes called “high yield bonds” or “junk bonds”), which are rated at the time of purchase Ba1 or lower by Moody’s and BB+ or lower by S&P Global.
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