Nasdaq - Delayed Quote USD

Principal California Municipal A (SRCMX)

9.88 0.00 (0.00%)
As of 8:06 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.38%
5y Average Return 0.78%
Number of Years Up 26
Number of Years Down 8
Best 1Y Total Return (Nov 5, 2024) 21.56%
Worst 1Y Total Return (Nov 5, 2024) --
Best 3Y Total Return 21.56%
Worst 3Y Total Return -1.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SRCMX
Category
YTD
2.13%
0.87%
1-Month
-1.04%
0.21%
3-Month
0.47%
1.22%
1-Year
9.27%
3.74%
3-Year
-0.97%
3.73%
5-Year
0.66%
2.27%
10-Year
2.28%
3.54%
Last Bull Market
7.33%
5.59%
Last Bear Market
-4.45%
5.62%

Annual Total Return (%) History

Year
SRCMX
Category
2024
--
--
2023
5.55%
--
2022
-10.70%
--
2021
1.98%
--
2020
4.83%
3.67%
2019
8.33%
6.10%
2018
-0.20%
0.84%
2017
6.88%
4.62%

2016
-0.19%
-0.57%
2015
4.42%
2.95%
2014
13.91%
6.79%
2013
-3.66%
-1.44%
2012
10.03%
5.51%
2011
11.37%
8.67%
2010
2.07%
2.34%
2009
21.56%
10.27%
2008
-17.73%
-3.59%
2007
-1.48%
2.50%
2006
5.26%
3.71%
2005
4.04%
1.89%
2004
4.76%
2.57%
2003
3.70%
3.27%
2002
8.87%
7.66%
2001
4.05%
4.42%
2000
12.97%
11.07%
1999
-4.53%
-2.78%
1998
6.09%
6.00%
1997
10.30%
7.26%
1996
4.42%
4.22%
1995
18.09%
14.21%
1994
-8.60%
-4.95%
1993
13.65%
10.61%
1992
9.17%
7.84%
1991
9.65%
10.30%
1990
6.47%
6.35%
1989
--
8.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.32% 0.56% 2.31% --
2023 2.23% 0.29% -2.58% 5.67%
2022 -7.07% -4.45% -2.84% 3.51%
2021 -0.29% 2.10% -0.54% 0.72%
2020 -2.88% 3.47% 1.69% 2.58%
2019 3.11% 2.52% 1.93% 0.53%
2018 -1.59% 0.98% -0.38% 0.81%
2017 1.69% 2.49% 1.27% 1.27%
2016 2.04% 3.71% -0.72% -5.00%
2015 1.48% -1.28% 1.94% 2.25%

2014 5.67% 3.31% 2.52% 1.78%
2013 0.82% -4.05% -0.96% 0.55%
2012 2.99% 2.65% 2.85% 1.19%
2011 -1.85% 5.73% 5.06% 2.16%
2010 1.51% 2.25% 4.50% -5.89%
2009 5.49% 4.92% 11.85% -1.81%
2008 -2.96% 0.62% -6.31% -10.08%
2007 0.50% -0.93% -0.93% -0.11%
2006 0.61% -0.01% 3.36% 1.23%
2005 0.06% 3.10% -0.18% 1.03%
2004 1.51% -2.26% 4.02% 1.52%
2003 0.57% 2.07% -0.59% 1.61%
2002 0.21% 3.70% 5.74% -0.92%
2001 1.28% -0.08% 4.03% -1.17%
2000 3.50% 1.43% 3.21% 4.27%
1999 0.92% -2.37% -1.21% -1.91%
1998 0.91% 1.45% 3.03% 0.58%
1997 -0.02% 3.37% 3.47% 3.14%
1996 -1.58% 0.74% 2.74% 2.51%
1995 7.76% 2.12% 2.49% 4.70%
1994 -6.61% 0.11% 0.68% -2.89%
1993 4.78% 3.68% 3.87% 0.73%
1992 0.35% 3.80% 2.35% 2.39%
1991 1.53% 1.76% 3.23% 2.82%
1990 0.52% 2.11% -0.33% 4.06%
1989 3.74% -- -- --

Rank in Category (By Total Return)

YTD 14
1-Month 13
3-Month 57
1-Year 14
3-Year 95
5-Year 62

Load Adjusted Returns

1-Year 5.17%
3-Year -2.22%
5-Year -0.10%
10-Year 1.89%

Performance & Risk

YTD Return 2.38%
5y Average Return 0.78%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Muni California Intermediate
Fund Family Principal Funds
Net Assets 622.31M
YTD Return 2.13%
Yield 3.02%
Morningstar Rating
Inception Date Mar 01, 2002

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in California municipal obligations (securities issued by or on behalf of state or local governments and other public authorities) at the time of purchase. Generally, these municipal obligations pay interest that is exempt from state personal income tax and federal income tax.

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