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Principal Equity Income Fund (PEUCX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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41.75-0.13 (-0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.04%
5-year average return9.08%
Number of years up17
Number of years down4
Best 1-yr total return (3 Oct 2024)27.46%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return27.46%
Worst 3-yr total return4.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEUCXCategory
YTD16.45%4.44%
1-month1.25%-4.04%
3-month9.31%4.09%
1-year28.64%14.37%
3-year7.51%6.04%
5-year8.88%9.20%
10-year8.91%8.57%
Last bull market23.48%22.97%
Last bear market-11.49%-11.27%

Annual total return (%) history

Year
PEUCXCategory
2024
N/AN/A
2023
9.89%11.63%
2022
-11.49%-5.90%
2021
20.96%26.22%
2020
5.40%2.91%
2019
27.46%25.04%
2018
-6.08%-8.53%
2017
19.68%15.94%
2016
14.30%14.81%
2015
-4.99%-4.05%
2014
11.43%10.21%
2013
25.81%31.21%
2012
11.62%14.57%
2011
4.25%-0.75%
2010
14.93%13.66%
2009
19.10%24.13%
2008
-34.77%-37.09%
2007
3.93%1.42%
2006
16.84%18.15%
2005
8.60%5.95%
2004
17.79%12.97%
2003
28.17%28.44%
2002
N/A-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.71%-1.10%9.31%N/A
2023-0.21%3.67%-3.85%10.46%
2022-4.06%-11.49%-6.63%11.63%
20217.16%5.43%-2.43%9.72%
2020-25.60%14.19%7.49%15.41%
201910.66%5.17%3.36%5.96%
2018-2.49%1.73%6.32%-10.95%
20174.74%2.51%4.24%6.94%
20162.41%4.46%1.96%4.79%
20150.35%-1.18%-8.23%4.40%
20143.11%4.78%-1.34%4.55%
201310.63%1.09%3.48%8.71%
20127.88%-1.80%5.18%0.17%
20115.08%0.82%-12.26%12.15%
20105.18%-8.44%11.61%6.92%
2009-13.18%13.62%13.68%6.20%
2008-10.45%-5.15%-4.03%-19.98%
20071.17%5.59%0.60%-3.30%
20065.18%-0.15%4.52%6.44%
2005-0.12%3.86%2.82%1.82%
20045.21%1.04%0.95%9.76%
2003-3.40%15.43%3.10%11.49%
2002-8.13%-15.05%6.91%N/A

Rank in category (by total return)

YTD46
1-month50
3-month26
1-year36
3-year85
5-year87

Load adjusted returns

1-year27.64%
3-year7.51%
5-year8.88%
10-year8.91%