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 | -6.88 | -2.27 | 6.38 | -2.04 | 7.32 | 3.3 | -1.89 | 5.75 | 0 |
| 2011 | 1.09 | 3.52 | 0.59 | 3.51 | -0.69 | -1.69 | -2.9 | -3.43 | -6.24 | 9.96 | 0.06 | 2.09 | 5.1 |
| 2012 | 3.43 | 2.5 | 2 | 0.26 | -6.15 | 4.56 | 1.82 | 1.68 | 1.8 | -0.71 | -0.26 | 1.35 | 12.6 |
| 2013 | 5.49 | 0.97 | 4.05 | 2.23 | 0.18 | -1.1 | 3.84 | -2.72 | 2.63 | 3.63 | 2.51 | 2.14 | 26.3 |
| 2014 | -3.41 | 5.03 | 2.18 | 1.21 | 1.63 | 2.07 | -2.66 | 3.8 | -2.15 | 2.66 | 2.4 | -0.4 | 12.7 |
| 2015 | -2.85 | 4.71 | -1.14 | 0.79 | 0.78 | -2.5 | 1.14 | -6.58 | -2.73 | 7.33 | 0.5 | -2.98 | -4.2 |
| 2016 | -3.6 | 0.37 | 5.99 | 1.61 | 1.93 | 1.11 | 2.07 | 0.85 | -1.24 | -1.33 | 3.68 | 2.62 | 14.6 |
| 2017 | 1.73 | 3.33 | -0.19 | 1.07 | 1.37 | 0.25 | 2.06 | -0.4 | 2.73 | 2.17 | 3.68 | 1.1 | 20.5 |
| 2018 | 4.14 | -5.14 | -1.11 | 0.39 | 1.47 | 0.06 | 5.04 | 1.32 | 0.08 | -5.76 | 3.39 | -8.52 | -5.5 |
| 2019 | 7.01 | 2.5 | 0.63 | 4.19 | -5.59 | 6.62 | 2.19 | -1.96 | 2.96 | 0.51 | 2.92 | -0.44 | 23 |
| 2020 | -2.23 | -10.19 | -15.63 | 9.96 | 3.31 | 0.22 | 5.64 | 4.22 | -3.54 | -0.77 | 11.62 | 0.11 | 4.2 |
| 2021 | 2.75 | -0.1 | 9.05 | 4.11 | 1.9 | -0.43 | 1.4 | 1.85 | -5.6 | 6.72 | -2.31 | 1.13 | 15.9 |
| 2022 | -2.6 | -3.62 | 2.02 | -5.74 | 2.72 | -8.72 | 6.64 | -3.16 | -9.77 | 8.83 | 7.35 | -8.08 | -15.3 |
| 2023 | 6.24 | -4.44 | -2.01 | 2.25 | -5.11 | 6.52 | 3.86 | -3.8 | -4.09 | -3.59 | 8.11 | 4.95 | 7.8 |
| 2024 | 0.32 | 2.79 | 4.19 | -4.89 | 20.5 |