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Principal Equity Income R3 (PEIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.47+0.04 (+0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.91%
5-Year Average Return8.83%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 7, 2024)28.21%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return28.21%
Worst 3-Yr Total Return4.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEIOXCategory
YTD3.47%17.52%
1-Month-4.06%-0.87%
3-Month3.17%5.51%
1-Year11.95%42.88%
3-Year3.48%11.93%
5-Year7.81%12.07%
10-Year8.45%10.95%
Last Bull Market23.75%23.18%
Last Bear Market-11.38%-17.87%

Annual Total Return (%) History

Year
PEIOXCategory
2024
N/AN/A
2023
10.52%N/A
2022
-11.02%N/A
2021
21.63%N/A
2020
5.98%2.91%
2019
28.21%25.04%
2018
-5.59%-8.53%
2017
20.37%15.94%
2016
14.90%14.81%
2015
-4.42%-4.05%
2014
12.04%10.21%
2013
26.53%31.21%
2012
12.34%14.57%
2011
4.86%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.85%N/AN/AN/A
2023-0.07%3.81%-3.68%10.62%
2022-3.94%-11.38%-6.50%11.79%
20217.30%5.59%-2.31%9.89%
2020-25.48%14.34%7.63%15.56%
201910.85%5.28%3.54%6.10%
2018-2.38%1.89%6.47%-10.84%
20174.91%2.63%4.39%7.10%
20162.51%4.63%2.10%4.93%
20150.51%-1.06%-8.09%4.58%
20143.23%4.95%-1.18%4.66%
201310.80%1.21%3.64%8.87%
20128.09%-1.67%5.35%0.32%
20115.23%1.01%-12.14%12.28%
2010-8.36%11.75%7.08%N/A

Rank In Category (By Total Return)

YTD69
1-Month50
3-Month71
1-Year70
3-Year89
5-Year80

Load Adjusted Returns

1-Year11.95%
3-Year3.48%
5-Year7.81%
10-Year8.45%