Principal Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 4.61 | -3.25 | 0.26 | -5.3 | -7.53 | 1.88 | -9.85 | 4.04 | 5.78 | -2.86 | 0 |
| 2003 | -2.4 | -1.83 | 0.83 | 7.26 | 5.86 | 1.66 | 0.77 | 1.39 | 0.91 | 4.37 | 1.63 | 5.11 | 28.2 |
| 2004 | 2.52 | 2.52 | 0.1 | -2.52 | 0.96 | 2.66 | -2.38 | 1.13 | 2.26 | 1.33 | 5.01 | 3.16 | 17.8 |
| 2005 | -2.21 | 3.5 | -1.32 | -0.48 | 2.61 | 1.7 | 2.97 | -0.75 | 0.61 | -1.2 | 3.03 | -3.06 | 5.3 |
| 2006 | 3.66 | -0.1 | 1.57 | 2.32 | -2.5 | 0.09 | 1.02 | 1.44 | 2 | 2.79 | 1.99 | -3.84 | 10.7 |
| 2007 | 2.36 | -1.72 | 0.57 | 4.12 | 3.56 | -2.08 | -3.47 | 1.3 | 2.88 | 1.3 | -3.89 | -0.56 | 4.1 |
| 2008 | -6.06 | -3.62 | -1.09 | 3.7 | 1.06 | -9.49 | 0.82 | 1.62 | -6.32 | -17.18 | -6.57 | 3.42 | -34.8 |
| 2009 | -10.01 | -10.95 | 8.35 | 8.93 | 4.18 | 0.12 | 7.66 | 3.01 | 2.52 | -1.54 | 5.24 | 2.48 | 19.1 |
| 2010 | -3.37 | 3.08 | 5.6 | 0.98 | -7.01 | -2.28 | 6.29 | -2.15 | 7.31 | 3.17 | -1.93 | 5.67 | 15.2 |
| 2011 | 0.99 | 3.47 | 0.56 | 3.41 | -0.76 | -1.76 | -2.95 | -3.5 | -6.32 | 9.89 | 0 | 2.05 | 4.3 |
| 2012 | 3.32 | 2.44 | 1.93 | 0.21 | -6.16 | 4.44 | 1.74 | 1.61 | 1.74 | -0.78 | -0.31 | 1.28 | 11.6 |
| 2013 | 5.44 | 0.89 | 4 | 2.18 | 0.09 | -1.16 | 3.77 | -2.77 | 2.56 | 3.57 | 2.43 | 2.09 | 25.3 |
| 2014 | -3.47 | 4.96 | 2.17 | 1.15 | 1.5 | 2.05 | -2.71 | 3.72 | -2.22 | 2.6 | 2.34 | -0.42 | 11.9 |
| 2015 | -2.95 | 4.66 | -1.21 | 0.73 | 0.72 | -2.59 | 1.13 | -6.69 | -2.75 | 7.23 | 0.44 | -3.06 | -5 |
| 2016 | -3.64 | 0.3 | 5.96 | 1.52 | 1.85 | 1.03 | 2.04 | 0.75 | -0.82 | -1.36 | 3.61 | 2.54 | 14.3 |
| 2017 | 1.7 | 3.27 | -0.27 | 1.02 | 1.29 | 0.17 | 2 | -0.44 | 2.65 | 2.12 | 3.64 | 1.03 | 19.7 |
| 2018 | 4.05 | -5.21 | -1.13 | 0.34 | 1.37 | 0.02 | 5 | 1.23 | 0.03 | -5.81 | 3.31 | -8.55 | -6.1 |
| 2019 | 6.93 | 2.39 | 1.07 | 4.13 | -5.65 | 6.77 | 2.08 | -2.01 | 3.07 | 0.47 | 2.85 | -0.42 | 23.2 |
| 2020 | -2.3 | -10.23 | -15.53 | 9.91 | 3.41 | 0.18 | 5.59 | 4.14 | -2.93 | -0.63 | 11.55 | 4.12 | 4.2 |
| 2021 | -5.46 | 4.29 | 4.26 | 8.48 | 1.82 | -0.5 | 1.34 | 1.8 | -5.49 | 6.68 | -2.37 | 1.11 | 15.7 |
| 2022 | -2.63 | -3.71 | 2.14 | -5.81 | 2.67 | -8.6 | 6.6 | -3.22 | -9.67 | 8.74 | 7.3 | -8.09 | -15.4 |
| 2023 | 6.19 | -4.49 | -1.93 | 2.2 | -5.19 | 6.64 | 3.78 | -3.83 | -3.98 | -3.64 | 8.05 | 5.03 | 7.7 |
| 2024 | 0.25 | 2.74 | 4.3 | -3.76 | 3.5 |