Principal Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.77 | 3.73 | -1.6 | -1.58 | 0 |
| 2001 | 2.47 | -0.78 | -1.14 | 3.62 | 2.13 | -0.37 | 1.86 | -0.63 | -4.83 | -0.34 | 4.24 | -0.46 | 5.6 |
| 2002 | -0.39 | -0.33 | 4.66 | -3.16 | 0.39 | -5.23 | -7.47 | 2.02 | -9.72 | 4.09 | 5.97 | -2.81 | -12.5 |
| 2003 | -2.31 | -1.73 | 0.91 | 7.36 | 5.96 | 1.81 | 0.83 | 1.52 | 0.99 | 4.46 | 1.68 | 5.27 | 29.7 |
| 2004 | 2.62 | 2.61 | 0.17 | -2.38 | 1.07 | 2.74 | -2.36 | 1.3 | 2.36 | 1.43 | 5.06 | 3.25 | 19.1 |
| 2005 | -2.08 | 3.56 | -1.27 | -0.37 | 2.74 | 1.81 | 3.08 | -0.69 | 0.74 | -1.13 | 3.09 | -2.88 | 6.5 |
| 2006 | 3.75 | -0.05 | 1.66 | 2.43 | -2.37 | 0.17 | 1.1 | 1.56 | 2.04 | 2.89 | 2.14 | -3.7 | 12 |
| 2007 | 2.46 | -1.6 | 0.23 | 4.19 | 3.68 | -2.46 | -3.38 | 1.42 | 2.49 | 1.41 | -3.78 | -9.82 | -5.9 |
| 2008 | -5.95 | -3.55 | -1.55 | 3.79 | 1.15 | -10.06 | 0.86 | 1.76 | -6.82 | -17.1 | -6.44 | 2.4 | -36 |
| 2009 | -9.89 | -10.9 | 7.34 | 9.03 | 4.26 | 0.26 | 7.82 | 3.09 | 2.55 | -1.37 | 5.35 | 2.53 | 19.3 |
| 2010 | -3.31 | 3.29 | 5.66 | 0.8 | -6.88 | -2.17 | 6.38 | -2.04 | 7.4 | 3.3 | -1.83 | 5.73 | 16.3 |
| 2011 | 1.15 | 3.57 | 0.61 | 3.56 | -0.63 | -1.7 | -2.89 | -3.37 | -6.26 | 10.08 | 0.06 | 2.15 | 5.5 |
| 2012 | 3.42 | 2.55 | 1.98 | 0.31 | -6.09 | 4.59 | 1.87 | 1.68 | 1.83 | -0.66 | -0.21 | 1.38 | 13 |
| 2013 | 5.53 | 0.97 | 4.09 | 2.28 | 0.18 | -1.05 | 3.87 | -2.66 | 2.63 | 3.67 | 2.55 | 2.18 | 26.7 |
| 2014 | -3.36 | 5.02 | 2.23 | 1.25 | 1.67 | 2.11 | -2.65 | 3.83 | -2.08 | 2.65 | 2.43 | -0.36 | 13.1 |
| 2015 | -2.85 | 4.78 | -1.12 | 0.82 | 0.78 | -2.48 | 1.22 | -6.57 | -2.7 | 7.36 | 0.54 | -2.96 | -3.9 |
| 2016 | -3.55 | 0.37 | 6.08 | 1.6 | 1.96 | 1.13 | 2.1 | 0.88 | -0.7 | -1.29 | 3.71 | 2.63 | 15.6 |
| 2017 | 1.8 | 3.36 | -0.16 | 1.07 | 1.4 | 0.27 | 2.09 | -0.33 | 2.74 | 2.2 | 3.74 | 1.14 | 21 |
| 2018 | 4.16 | -5.13 | -1.09 | 0.46 | 1.46 | 0.1 | 5.09 | 1.35 | 0.08 | -5.71 | 3.45 | -8.49 | -5.1 |
| 2019 | 7.03 | 2.53 | 1.13 | 4.25 | -5.58 | 6.57 | 2.21 | -1.89 | 2.89 | 0.54 | 2.94 | -0.5 | 23.7 |
| 2020 | -2.23 | -10.13 | -15.71 | 9.97 | 3.26 | 0.26 | 5.7 | 4.21 | -3.82 | -0.49 | 11.28 | 0.12 | 4.2 |
| 2021 | -1.41 | 4.09 | 9.29 | 4.13 | 1.92 | -0.39 | 1.42 | 1.9 | -5.65 | 6.76 | -2.28 | 1.06 | 15.9 |
| 2022 | -2.55 | -3.61 | 1.99 | -5.73 | 2.77 | -8.79 | 6.68 | -3.12 | -9.85 | 8.87 | 7.35 | -8.11 | -15.3 |
| 2023 | 6.28 | -4.42 | -2.06 | 2.28 | -5.1 | 6.47 | 3.88 | -3.76 | -4.16 | -3.55 | 8.15 | 4.88 | 7.8 |
| 2024 | 0.37 | 2.81 | 4.12 | -4.01 | 0.57 | 3.9 |