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Principal Equity Income R4 (PEIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.79+0.01 (+0.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.99%
5-year average return8.62%
Number of years up10
Number of years down3
Best 1-yr total return (26 June 2024)28.48%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return28.48%
Worst 3-yr total return4.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEIPXCategory
YTD6.97%4.44%
1-month3.31%-4.04%
3-month3.73%4.09%
1-year22.12%14.37%
3-year4.15%6.04%
5-year9.98%9.20%
10-year8.84%8.57%
Last bull market23.86%22.97%
Last bear market-11.31%-11.27%

Annual total return (%) history

Year
PEIPXCategory
2024
N/AN/A
2023
10.73%11.63%
2022
-10.85%-5.90%
2021
21.88%26.22%
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)

YTD63
1-month39
3-month51
1-year53
3-year85
5-year78

Load adjusted returns

1-year22.12%
3-year4.15%
5-year9.98%
10-year8.84%