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Principal Equity Income R4 (PEIPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.57+0.04 (+0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.87%
5-Year Average Return8.93%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)28.48%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return28.48%
Worst 3-Yr Total Return4.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEIPXCategory
YTD3.54%17.52%
1-Month-4.05%-0.87%
3-Month3.21%5.51%
1-Year12.16%42.88%
3-Year3.68%11.93%
5-Year8.01%12.07%
10-Year8.66%10.95%
Last Bull Market23.86%23.18%
Last Bear Market-11.31%-17.87%

Annual Total Return (%) History

Year
PEIPXCategory
2024
N/AN/A
2023
10.73%N/A
2022
-10.85%N/A
2021
21.88%N/A
2020
6.16%2.91%
2019
28.48%25.04%
2018
-5.40%-8.53%
2017
20.54%15.94%
2016
15.14%14.81%
2015
-4.21%-4.05%
2014
12.23%10.21%
2013
26.76%31.21%
2012
12.53%14.57%
2011
5.06%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.91%N/AN/AN/A
2023-0.03%3.88%-3.65%10.67%
2022-3.92%-11.31%-6.47%11.85%
20217.36%5.63%-2.25%9.94%
2020-25.45%14.37%7.70%15.60%
201910.92%5.33%3.58%6.17%
2018-2.30%1.94%6.51%-10.81%
20174.93%2.71%4.42%7.11%
20162.55%4.71%2.14%4.97%
20150.57%-0.97%-8.10%4.66%
20143.27%4.99%-1.13%4.70%
201310.83%1.30%3.68%8.90%
20128.13%-1.62%5.40%0.37%
20115.27%1.06%-12.07%12.32%
2010-8.31%11.84%7.16%N/A

Rank In Category (By Total Return)

YTD68
1-Month49
3-Month70
1-Year68
3-Year89
5-Year77

Load Adjusted Returns

1-Year12.16%
3-Year3.68%
5-Year8.01%
10-Year8.66%