Principal Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | 0.74 | -6.94 | -2.25 | 6.32 | -2.05 | 7.31 | 3.24 | -1.83 | 5.66 | 0 |
| 2011 | 1.09 | 3.53 | 0.54 | 3.52 | -0.69 | -1.74 | -2.9 | -3.49 | -6.25 | 9.98 | 0 | 2.1 | 4.9 |
| 2012 | 3.38 | 2.56 | 1.96 | 0.26 | -6.16 | 4.52 | 1.82 | 1.63 | 1.81 | -0.77 | -0.21 | 1.31 | 12.4 |
| 2013 | 5.5 | 0.93 | 4.07 | 2.24 | 0.09 | -1.1 | 3.84 | -2.72 | 2.59 | 3.59 | 2.51 | 2.14 | 26.1 |
| 2014 | -3.41 | 5 | 2.17 | 1.21 | 1.55 | 2.1 | -2.7 | 3.81 | -2.16 | 2.63 | 2.37 | -0.38 | 12.5 |
| 2015 | -2.89 | 4.72 | -1.16 | 0.75 | 0.75 | -2.52 | 1.18 | -6.63 | -2.7 | 7.3 | 0.47 | -2.99 | -4.4 |
| 2016 | -3.61 | 0.33 | 5.99 | 1.57 | 1.93 | 1.06 | 2.07 | 0.81 | -1.21 | -1.3 | 3.65 | 2.58 | 14.4 |
| 2017 | 1.74 | 3.3 | -0.18 | 1.04 | 1.34 | 0.23 | 2.06 | -0.4 | 2.68 | 2.18 | 3.66 | 1.12 | 20.4 |
| 2018 | 4.08 | -5.15 | -1.12 | 0.39 | 1.44 | 0.05 | 5.05 | 1.26 | 0.09 | -5.8 | 3.4 | -8.52 | -5.7 |
| 2019 | 6.99 | 2.47 | 1.11 | 4.17 | -5.61 | 6.67 | 2.16 | -1.96 | 3 | 0.49 | 2.9 | -0.41 | 23.5 |
| 2020 | 4.2 | 5.62 | 0.2 | 3.34 | 9.98 | -15.6 | -10.18 | -2.27 | -3.39 | -0.72 | 11.62 | 0.08 | 4.2 |
| 2021 | -1.47 | 8.81 | 4.3 | 4.09 | 1.88 | -0.43 | 1.38 | 1.83 | -5.56 | 6.71 | -2.31 | 1.13 | 15.8 |
| 2022 | -2.61 | -3.66 | 2.08 | -5.76 | 2.7 | -8.71 | 6.66 | -3.19 | -9.74 | 8.82 | 7.31 | -8.05 | -15.3 |
| 2023 | 6.22 | -4.45 | -1.99 | 2.23 | -5.13 | 6.54 | 3.84 | -3.78 | -4.07 | -3.6 | 8.1 | 4.97 | 7.8 |
| 2024 | 0.29 | 2.77 | 4.23 | -3.76 | 3.8 |