Performance analysis of YLD (PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF))
Annual Return
Over the past 3 years, YLD has had an average annual return of +8.43%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, YLD has had an average annual return of +4.76%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, YLD has had an average annual return of +5.51%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 9, 2015, YLD has had an average annual return of +5.34%, underperforming the benchmark SPY, which returned +14.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.29% | +6.55% | +9.21% | +12.91% | -8.78% | +9.17% | +1.50% | +13.58% | -3.28% | +9.10% | +14.57% | -5.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.89% | +0.37% | -0.31% | +1.15% | +0.92% | +0.37% | -0.13% | +3.29% | |||||
| 2025 | +1.46% | +0.67% | -1.57% | -0.13% | +1.33% | +2.30% | +0.14% | +0.83% | +1.16% | -0.54% | -0.01% | +0.78% | +6.55% |
| 2024 | +0.79% | +0.36% | +1.59% | -0.73% | +1.33% | +0.58% | +2.03% | +1.35% | +0.89% | +0.29% | +1.34% | -0.94% | +9.21% |
| 2023 | +3.50% | -1.29% | +1.52% | +1.22% | -1.06% | +1.64% | +1.04% | +0.53% | -1.53% | -0.32% | +4.26% | +2.89% | +12.91% |
| 2022 | -2.28% | -0.53% | -0.67% | -3.11% | -0.28% | -6.52% | +5.69% | -2.76% | -3.45% | +3.28% | +3.14% | -1.04% | -8.78% |
| 2021 | -0.10% | +1.42% | +2.12% | +1.78% | +0.56% | +0.98% | +0.70% | +0.48% | -0.04% | +0.51% | -1.01% | +1.46% | +9.17% |
| 2020 | -0.83% | -4.82% | -15.91% | +8.76% | +3.71% | +0.56% | +4.12% | +2.85% | -1.25% | -0.51% | +5.16% | +1.90% | +1.50% |
| 2019 | +2.81% | +1.96% | +0.95% | +1.55% | -2.45% | +2.96% | +1.04% | -0.68% | +1.15% | +0.65% | +1.13% | +1.83% | +13.58% |
| 2018 | +0.05% | -1.30% | -1.26% | +1.04% | +0.93% | -0.05% | +1.14% | +1.60% | -0.39% | -2.54% | -0.19% | -2.26% | -3.28% |
| 2017 | +1.43% | +2.21% | -0.63% | +0.86% | +0.47% | +1.21% | +0.75% | -0.37% | +1.46% | -0.06% | +0.62% | +0.82% | +9.10% |
Drawdown analysis of YLD (PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF))
The maximum drawdown for the YLD was -28.34%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current YLD drawdown is -0.18%.
Since Jul 9, 2015 YLD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.34% | Jan 14, 2020 | 47 | Mar 23, 2020 | 179 | Dec 4, 2020 | 226 |
| -13.89% | Nov 8, 2021 | 222 | Sep 27, 2022 | 297 | Dec 1, 2023 | 519 |
| -13.74% | Jul 17, 2015 | 145 | Feb 12, 2016 | 75 | Jun 1, 2016 | 220 |
| -7.77% | Aug 20, 2018 | 93 | Jan 3, 2019 | 68 | Apr 11, 2019 | 161 |
| -5.62% | Feb 28, 2025 | 26 | Apr 7, 2025 | 40 | Jun 4, 2025 | 66 |
| -4.66% | Sep 6, 2016 | 5 | Sep 13, 2016 | 64 | Dec 13, 2016 | 69 |
| -4.54% | Jan 24, 2018 | 46 | Apr 2, 2018 | 90 | Aug 8, 2018 | 136 |
| -2.61% | Apr 15, 2019 | 32 | May 31, 2019 | 14 | Jun 20, 2019 | 46 |
| -2.39% | Jul 29, 2019 | 13 | Aug 15, 2019 | 17 | Sep 10, 2019 | 30 |
| -2.35% | Mar 2, 2017 | 18 | Mar 28, 2017 | 39 | May 23, 2017 | 57 |
| -1.98% | Feb 20, 2026 | 25 | Mar 27, 2026 | 7 | Apr 8, 2026 | 32 |
| -1.89% | Dec 5, 2024 | 10 | Dec 19, 2024 | 22 | Jan 24, 2025 | 32 |
| -1.83% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -1.81% | Oct 13, 2017 | 24 | Nov 16, 2017 | 10 | Dec 1, 2017 | 34 |
| -1.77% | Aug 3, 2017 | 9 | Aug 16, 2017 | 24 | Sep 20, 2017 | 33 |
| -1.66% | Aug 11, 2016 | 4 | Aug 17, 2016 | 5 | Aug 24, 2016 | 9 |
| -1.64% | Oct 1, 2025 | 35 | Nov 19, 2025 | 23 | Dec 23, 2025 | 58 |
| -1.54% | Jul 29, 2016 | 1 | Aug 1, 2016 | 2 | Aug 3, 2016 | 3 |
| -1.48% | Jun 7, 2016 | 6 | Jun 15, 2016 | 12 | Jul 1, 2016 | 18 |
| -1.44% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -1.43% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -1.41% | Aug 5, 2016 | 1 | Aug 8, 2016 | 3 | Aug 11, 2016 | 4 |
| -1.35% | Aug 24, 2016 | 7 | Sep 2, 2016 | 1 | Sep 6, 2016 | 8 |
| -1.35% | Jul 19, 2016 | 2 | Jul 21, 2016 | 6 | Jul 29, 2016 | 8 |
| -1.27% | Jan 5, 2017 | 11 | Jan 23, 2017 | 9 | Feb 3, 2017 | 20 |