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Principal Equity Income R1 (PIEMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.79+0.10 (+0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.99%
5-Year Average Return7.67%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)27.83%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.83%
Worst 3-Yr Total Return4.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPIEMXCategory
YTD6.67%4.44%
1-Month-0.09%-4.04%
3-Month-1.04%4.09%
1-Year13.46%14.37%
3-Year3.77%6.04%
5-Year7.93%9.20%
10-Year8.07%8.57%
Last Bull Market23.58%22.97%
Last Bear Market-11.44%-11.27%

Annual Total Return (%) History

Year
PIEMXCategory
2024
N/AN/A
2023
10.17%11.63%
2022
-11.30%-5.90%
2021
21.27%26.22%
2020
5.63%2.91%
2019
27.83%25.04%
2018
-5.90%-8.53%
2017
19.96%15.94%
2016
14.59%14.81%
2015
-4.72%-4.05%
2014
11.68%10.21%
2013
26.08%31.21%
2012
12.04%14.57%
2011
4.54%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.78%-1.04%N/AN/A
2023-0.15%3.73%-3.77%10.53%
2022-4.01%-11.44%-6.56%11.67%
20217.26%5.48%-2.39%9.81%
2020-25.55%14.24%7.60%15.42%
201910.75%5.22%3.47%6.02%
2018-2.44%1.78%6.38%-10.91%
20174.80%2.56%4.31%6.99%
20162.45%4.55%2.02%4.87%
20150.42%-1.10%-8.21%4.52%
20143.15%4.86%-1.26%4.57%
201310.65%1.18%3.52%8.79%
20128.00%-1.75%5.27%0.31%
20115.19%0.89%-12.21%12.21%
2010-8.38%11.74%6.98%N/A

Rank In Category (By Total Return)

YTD58
1-Month33
3-Month39
1-Year61
3-Year89
5-Year83

Load Adjusted Returns

1-Year13.46%
3-Year3.77%
5-Year7.93%
10-Year8.07%