Find A Portfolio/Ticker
Comparison Box
PHYTX: Principal High Yield Inst (MUTUAL FUND)
Basic Info 6.39 0.02(0.31%) March 30
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 5.11% |
| Expenses | 0.57% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/24/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 3.3 | 3.7 | 9.5 | 4.7 | 4.7 | 5.8 | 4.8 | -4.1 | 6.5 | 6.4 | 13.8 | -4.5 | 7.1 | 15.1 | -2.8 | 2.5 | 7.3 | 15.9 | 3.9 | 13.5 | 39.6 | -28.0 | -4.7 | 12.3 | 6.9 | 11.9 | 28.4 | 4.0 | 3.6 | -1.2 | 12.3 | -2.8 |
| SR | NA | 0.72 | 0.04 | 1.67 | 0.52 | 0.72 | NA | 0.85 | -0.73 | 2.38 | 0.55 | 3.62 | -1.54 | 2.3 | 2.78 | -0.62 | 0.64 | 2.08 | 4.06 | 0.68 | 2.97 | 5.11 | -3.25 | -1.69 | 2.34 | 1.32 | 2.45 | 6.19 | 0.45 | 0.19 | -0.81 | 1.91 | -1.44 |
| DD(%) | NA | 4.0 | 8.4 | 10.4 | 20.7 | 20.7 | NA | 36.8 | 10.4 | 1.8 | 20.7 | 1.4 | 6.8 | 2.0 | 4.9 | 8.6 | 6.1 | 5.4 | 3.2 | 9.7 | 5.4 | 8.5 | 32.0 | 7.4 | 2.0 | 4.1 | 5.9 | 4.7 | 12.0 | 8.6 | 7.8 | 2.6 | 8.7 |
| SD(%) | NA | 6.9 | 7.8 | 6.6 | 6.7 | 5.6 | NA | 5.7 | 7.5 | 2.7 | 11.2 | 3.4 | 3.8 | 2.8 | 5.3 | 4.5 | 3.9 | 3.5 | 3.9 | 5.7 | 4.5 | 7.7 | 8.9 | 4.6 | 3.9 | 3.6 | 4.5 | 4.5 | 6.5 | 7.1 | 6.5 | 4.7 | 6.6 |
| TR | NA | 0.06 | 0.0 | 0.12 | 0.04 | 0.04 | NA | 0.06 | -0.06 | 0.08 | 0.06 | 0.14 | -0.06 | 0.08 | 0.15 | -0.03 | 0.02 | 0.08 | 0.16 | 0.04 | 0.16 | 0.42 | -0.37 | -0.12 | 0.1 | 0.05 | 0.11 | 0.36 | 0.04 | 0.03 | -0.06 | 0.15 | -0.12 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | 0.02 | 0.02 | 0.01 | 0.05 | 0.01 | 0.0 | 0.0 | 0.05 | 0.0 |
| Beta(%) | NA | 0.89 | 0.92 | 0.95 | 0.98 | 0.98 | NA | 0.88 | 0.93 | 0.84 | 1.03 | 0.88 | 0.91 | 0.81 | 1.0 | 1.04 | 1.01 | 0.96 | 1.0 | 1.0 | 0.84 | 0.95 | 0.77 | 0.64 | 0.9 | 0.88 | 1.0 | 0.77 | 0.78 | 0.53 | 0.84 | 0.62 | 0.77 |
| RS | NA | 0.96 | 0.94 | 0.9 | 0.91 | 0.88 | NA | 0.61 | 0.91 | 0.58 | 0.96 | 0.75 | 0.77 | 0.66 | 0.88 | 0.83 | 0.8 | 0.79 | 0.63 | 0.87 | 0.69 | 0.58 | 0.6 | 0.32 | 0.36 | 0.53 | 0.51 | 0.34 | 0.32 | 0.3 | 0.23 | 0.09 | 0.26 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS High Income A) (100%)
- VWEHX (Vanguard High-Yield Corporate Inv) (95%)
- FHYTX (Federated High-Yield Svc) (95%)
- TAHYX (Pioneer High Yield A) (95%)
- PRHYX (T. Rowe Price High-Yield) (94%)
- RYHGX (Rydex High Yield Strategy H) (94%)
- FYAIX (Access Flex High Yield Inv) (93%)
- PHYTX (Principal High Yield Inst) (93%)
- STHTX (RidgeWorth High Income I) (93%)
- PHAYX (Putnam High Yield Advantage Y) (93%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.59% (95%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.46% (94%)
- JNK (SPDR Barclays High Yield Bond ETF) 0.66% (94%)
- HYLD (AdvisorShares Peritus High Yield ETF) 0.38% (32%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.52% (32%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.53% (31%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.58% (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) (100%)
- DSU (BlackRock Debt Strategies) (99%)
- BLW (BlackRock Limited Duration Income) (99%)
- DHY (Credit Suisse High Yield Bond Common) (99%)
- CIK (Credit Suisse Income) (99%)
- DHF (Dreyfus High Yield Strategies) (98%)
- EAD (Wells Fargo Advantage Inc Opp) (98%)
- HYI (Western Asset High Yield Defined Opps ) (98%)
- MCI (Babson Capital Corporate Invs Common) (98%)
- MPV (Babson Cap Participation Invs) (97%)
Latest Articles Related to PHYTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
