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 | -2.84 | 6.32 | -2.04 | 7.29 | 3.24 | -1.89 | 5.62 | 0 |
| 2011 | 1.09 | 3.47 | 0.57 | 3.46 | -0.74 | -1.75 | -2.9 | -3.5 | -6.32 | 9.98 | 0 | 2.03 | 4.5 |
| 2012 | 3.38 | 2.51 | 1.91 | 0.26 | -6.21 | 4.5 | 1.77 | 1.68 | 1.72 | -0.77 | -0.26 | 1.34 | 12.1 |
| 2013 | 5.4 | 0.93 | 4.03 | 2.19 | 0.14 | -1.13 | 3.75 | -2.72 | 2.57 | 3.59 | 2.47 | 2.1 | 25.6 |
| 2014 | -3.45 | 4.96 | 2.18 | 1.17 | 1.56 | 2.06 | -2.7 | 3.73 | -2.17 | 2.59 | 2.37 | -0.43 | 12.1 |
| 2015 | -2.93 | 4.69 | -1.18 | 0.75 | 0.75 | -2.57 | 1.14 | -6.67 | -2.75 | 7.3 | 0.47 | -3.05 | -4.7 |
| 2016 | -3.65 | 0.33 | 5.98 | 1.53 | 1.9 | 1.06 | 2.04 | 0.81 | -1.17 | -1.34 | 3.61 | 2.59 | 14.2 |
| 2017 | 1.7 | 3.27 | -0.21 | 1 | 1.3 | 0.23 | 2 | -0.4 | 2.68 | 2.11 | 3.66 | 1.08 | 20 |
| 2018 | 4.05 | -5.19 | -1.12 | 0.36 | 1.41 | 0 | 5.02 | 1.26 | 0.03 | -5.8 | 3.37 | -8.57 | -6 |
| 2019 | 6.96 | 2.44 | 1.08 | 4.17 | -5.64 | 6.72 | 2.13 | -1.96 | 3.03 | 0.49 | 2.84 | -0.35 | 23.4 |
| 2020 | -2.27 | -10.2 | -15.59 | 9.95 | 3.38 | 0.16 | 5.63 | 4.17 | -3.13 | -0.66 | 11.68 | -0.08 | 4.2 |
| 2021 | -1.47 | 4.27 | 8.7 | 4.04 | 1.86 | -0.47 | 1.36 | 1.81 | -5.5 | 6.7 | -2.34 | 1.19 | 15.8 |
| 2022 | -2.64 | -3.66 | 2.11 | -5.79 | 2.68 | -8.62 | 6.61 | -3.19 | -9.67 | 8.76 | 7.29 | -8.01 | -15.3 |
| 2023 | 6.2 | -4.48 | -1.93 | 2.23 | -5.19 | 6.61 | 3.81 | -3.81 | -3.99 | -3.6 | 8.04 | 5.03 | 7.8 |
| 2024 | 0.29 | 2.75 | 4.28 | -3.76 | 20.6 |