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Principal Equity Income Fund (PEIJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.99+0.10 (+0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.33%
5-Year Average Return8.32%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jul 2, 2024)28.45%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return28.45%
Worst 3-Yr Total Return4.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEIJXCategory
YTD7.01%4.44%
1-Month-0.02%-4.04%
3-Month-0.87%4.09%
1-Year14.18%14.37%
3-Year4.42%6.04%
5-Year8.57%9.20%
10-Year8.66%8.57%
Last Bull Market23.94%22.97%
Last Bear Market-11.30%-11.27%

Annual Total Return (%) History

Year
PEIJXCategory
2024
N/AN/A
2023
10.85%11.63%
2022
-10.75%-5.90%
2021
22.01%26.22%
2020
6.23%2.91%
2019
28.45%25.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.94%-0.87%N/AN/A
20230.00%3.89%-3.62%10.71%
2022-3.86%-11.30%-6.42%11.85%
20217.41%5.64%-2.22%9.96%
2020-25.45%14.39%7.74%15.63%
201910.89%5.35%3.57%6.16%

Rank In Category (By Total Return)

YTD53
1-Month31
3-Month34
1-Year54
3-Year84
5-Year76

Load Adjusted Returns

1-Year14.18%
3-Year4.42%
5-Year8.57%
10-Year8.66%