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Principal Investment Grade Corporate Active ETF (I...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Principal

Inception Date

Apr 18, 2018

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Bond

Expense Ratio

IG has an expense ratio of 0.26%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IG vs. GABF IG vs. BIL IG vs. IGEB
Popular comparisons:

Performance

Performance Chart


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S&P 500

Returns By Period

Principal Investment Grade Corporate Active ETF (IG) returned 2.10% year-to-date (YTD) and 6.17% over the past 12 months.


IG

YTD

2.10%

1M

-0.26%

6M

0.31%

1Y

6.17%

3Y*

1.81%

5Y*

-0.28%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of IG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.76%2.12%-0.35%-0.26%-0.16%2.10%
2024-0.38%-1.57%1.24%-2.64%1.99%1.01%2.35%1.69%1.79%-2.45%1.41%-2.26%2.00%
20234.83%-3.20%1.96%0.06%-1.39%0.42%0.23%-0.72%-2.75%-1.75%5.67%4.36%7.49%
2022-3.23%-2.11%-2.88%-6.01%1.12%-3.55%3.93%-3.72%-5.32%-0.65%5.31%-0.65%-16.93%
2021-1.21%-2.43%-1.40%1.57%0.45%1.95%1.20%-0.10%-1.20%0.44%-0.30%0.19%-0.92%
20202.24%1.18%-8.19%5.34%2.32%2.18%3.33%-1.33%-0.33%-0.21%3.83%-0.53%9.55%
20191.48%1.71%2.25%0.75%1.51%2.70%0.39%3.31%-0.71%-0.41%1.31%0.33%15.57%
2018-0.76%-0.42%0.93%0.41%0.17%-1.47%-0.47%0.73%-0.90%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IG is 63, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IG is 6363
Overall Rank
The Sharpe Ratio Rank of IG is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of IG is 7070
Sortino Ratio Rank
The Omega Ratio Rank of IG is 6363
Omega Ratio Rank
The Calmar Ratio Rank of IG is 4343
Calmar Ratio Rank
The Martin Ratio Rank of IG is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Principal Investment Grade Corporate Active ETF (IG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Principal Investment Grade Corporate Active ETF Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.95
  • 5-Year: -0.04
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Principal Investment Grade Corporate Active ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Principal Investment Grade Corporate Active ETF provided a 5.22% dividend yield over the last twelve months, with an annual payout of $1.07 per share.


3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50$2.002018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.07$1.06$0.91$1.47$0.83$1.00$1.83$0.67

Dividend yield

5.22%5.20%4.35%7.17%3.15%3.63%7.04%2.76%

Monthly Dividends

The table displays the monthly dividend distributions for Principal Investment Grade Corporate Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.09$0.09$0.09$0.09$0.36
2024$0.00$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.18$1.06
2023$0.00$0.07$0.07$0.07$0.08$0.08$0.08$0.08$0.08$0.07$0.08$0.16$0.91
2022$0.00$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.13$0.12$0.26$0.48$1.47
2021$0.00$0.06$0.06$0.07$0.04$0.07$0.06$0.07$0.07$0.07$0.07$0.21$0.83
2020$0.00$0.08$0.08$0.08$0.08$0.07$0.08$0.07$0.07$0.07$0.07$0.27$1.00
2019$0.00$0.08$0.09$0.08$0.08$0.08$0.09$0.08$0.08$0.08$0.07$1.01$1.83
2018$0.08$0.08$0.08$0.08$0.08$0.08$0.18$0.67

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Principal Investment Grade Corporate Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Principal Investment Grade Corporate Active ETF was 23.17%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Principal Investment Grade Corporate Active ETF drawdown is 8.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.17%Sep 23, 2021272Oct 20, 2022
-18.9%Mar 9, 202010Mar 20, 202070Jul 1, 202080
-6.35%Dec 1, 202074Mar 18, 2021124Sep 14, 2021198
-2.63%Sep 4, 20198Sep 13, 201945Dec 3, 201953
-2.5%Aug 7, 202060Oct 30, 202013Nov 18, 202073
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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