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Principal Equity Income Fund (PEIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Follow

Visitors trend2W10W9M

44.03

-0.18

(-0.41%)

As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return18.77%

5-Year Average Return10.31%

Number of Years Up18

Number of Years Down5

Best 1 Yr Total Return (Oct 21, 2024)28.95%

Worst 1 Yr Total Return (Oct 21, 2024)N/A

Best 3-Yr Total Return28.95%

Worst 3-Yr Total Return5.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnPEIIXCategory

YTD17.44%4.44%

1-Month1.37%-4.04%

3-Month9.63%4.09%

1-Year30.09%14.37%

3-Year8.71%6.04%

5-Year10.09%9.20%

10-Year10.13%8.57%

Last Bull Market24.04%22.97%

Last Bear Market-11.24%-11.27%

Annual Total Return (%) History

Year

PEIIXCategory

2024

N/AN/A

2023

11.11%11.63%

2022

-10.51%-5.90%

2021

22.33%26.22%

2020

6.54%2.91%

2019

28.95%25.04%

2018

-5.06%-8.53%

2017

21.03%15.94%

2016

15.58%14.81%

2015

-3.88%-4.05%

2014

12.66%10.21%

2013

27.21%31.21%

2012

12.95%14.57%

2011

5.51%-0.75%

2010

16.30%13.66%

2009

20.50%24.13%

2008

-33.92%-37.09%

2007

5.05%1.42%

2006

18.09%18.15%

2005

9.84%5.95%

2004

19.09%12.97%

2003

29.66%28.44%

2002

-12.53%-18.69%

2001

7.78%-4.99%

2000

N/A7.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20248.00%-0.81%9.63%N/A

20230.06%3.96%-3.57%10.77%

2022-3.81%-11.24%-6.38%11.96%

20217.50%5.71%-2.16%10.02%

2020-25.37%14.47%7.82%15.67%

201910.98%5.45%3.70%6.26%

2018-2.25%2.03%6.59%-10.69%

20175.06%2.77%4.54%7.23%

20162.69%4.76%2.28%5.05%

20150.66%-0.91%-8.00%4.75%

20143.36%5.11%-1.03%4.78%

201310.90%1.39%3.77%9.03%

20128.16%-1.48%5.47%0.50%

20115.40%1.14%-12.03%12.51%

20105.53%-8.16%11.92%7.22%

2009-12.95%13.97%14.00%6.54%

2008-10.16%-4.84%-3.76%-19.68%

20071.47%5.83%0.90%-3.05%

20065.42%0.16%4.77%6.75%

20050.12%4.21%3.13%2.08%

20045.47%1.37%1.24%10.02%

2003-3.15%15.82%3.38%11.81%

20023.91%-7.87%-14.77%7.20%

20010.50%5.45%-3.66%5.56%

20008.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD32

1-Month44

3-Month20

1-Year23

3-Year70

5-Year76

Load Adjusted Returns

1-Year30.09%

3-Year8.71%

5-Year10.09%

10-Year10.13%