Principal Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1984 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1985 | 5.82 | 1.02 | 0.21 | 2.77 | 4.04 | 0.49 | 0.29 | 0.41 | -0.79 | 1.79 | -3.3 | 1.95 | 15.4 |
| 1986 | -0.3 | 5.42 | 3.02 | 0.66 | 1.14 | 2.17 | -2.86 | 4.59 | -1.66 | 2.71 | -5.26 | -2.53 | 6.7 |
| 1987 | 4.99 | 3.62 | 0.09 | -2.04 | -0.48 | 2.8 | 0.19 | 2.54 | -2.41 | -10.64 | -4.73 | 4.86 | -2.3 |
| 1988 | 5.31 | 3.19 | -0.32 | -0.1 | 0.1 | 3.15 | 0.2 | -1.29 | 2.42 | 2.19 | -1.95 | 0.6 | 14.1 |
| 1989 | 3.8 | -0.48 | 0.59 | 2.24 | 2.86 | 0.84 | 3.91 | 0.54 | -0.62 | -1 | -0.64 | -1.19 | 11.2 |
| 1990 | -3.43 | 0.59 | 0.98 | -2.46 | 5.54 | 0.21 | -0.29 | -5.8 | -2.18 | 0.64 | 4.65 | 2.23 | 0.1 |
| 1991 | 3.41 | 4.85 | 1.39 | 1.48 | 2.37 | -1.87 | 1.1 | 1.45 | 0.72 | 0.45 | -1.61 | 2.04 | 16.8 |
| 1992 | -0.36 | 0.82 | -0.41 | 2.28 | 0.54 | -0.08 | 3.14 | -0.52 | 1.15 | -1.4 | 2.31 | 1.03 | 8.7 |
| 1993 | 0.87 | 1.37 | 1.78 | -0.84 | 1.02 | 0.35 | 0.17 | 3.12 | -0.29 | 1.24 | -1.39 | 0.33 | 7.9 |
| 1994 | 2.84 | -2.35 | -3.94 | 0.61 | 0.52 | -1.9 | 2.58 | 2.51 | -2.11 | 0.44 | -2.17 | 0.37 | -2.9 |
| 1995 | 1.7 | 2.99 | 2.43 | 2.53 | 3.45 | 2.02 | 2.04 | 1 | 3.17 | 0.37 | 3.04 | 0.45 | 28.2 |
| 1996 | 2.83 | -0.42 | 0.17 | 0.64 | 1.49 | 0.6 | -2.59 | 1.36 | 3.54 | 1.38 | 4.55 | -6.64 | 6.6 |
| 1997 | 2.46 | 1.1 | -1.79 | 1.81 | 4.45 | 3.02 | 4.87 | -3.24 | 4.04 | -1.29 | 2.23 | -9.02 | 8.1 |
| 1998 | 0 | 3.56 | -2.44 | 0.67 | -1.6 | 0.76 | -3.99 | -10.36 | 4.41 | 6.37 | 4.78 | 0.97 | 2 |
| 1999 | 1.09 | -3.9 | 2.16 | 5.72 | 0.91 | 2.39 | -2.48 | -2.99 | -3.83 | 2.6 | 1.1 | -0.62 | 1.7 |
| 2000 | -3.64 | -1.5 | 6.27 | -0.21 | 0.83 | -0.62 | -0.35 | 3.55 | 1.76 | 3.66 | -1.6 | -1.59 | 6.3 |
| 2001 | 2.4 | -0.78 | -1.15 | 3.61 | 2.07 | -0.44 | 1.86 | -0.63 | -4.92 | -0.34 | 4.24 | -0.48 | 5.2 |
| 2002 | -0.39 | -0.39 | 4.66 | -3.23 | 0.39 | -5.25 | -7.46 | 1.94 | -9.72 | 4 | 5.97 | -2.84 | -12.8 |
| 2003 | -2.38 | -1.73 | 0.91 | 7.35 | 5.96 | 1.73 | 0.76 | 1.52 | 0.98 | 4.46 | 1.62 | 5.23 | 29.3 |
| 2004 | 2.62 | 2.55 | 0.15 | -2.38 | 1.01 | 2.72 | -2.36 | 1.24 | 2.29 | 1.43 | 5.06 | 3.23 | 18.7 |
| 2005 | -2.13 | 3.51 | -1.24 | -0.42 | 2.74 | 1.74 | 3.08 | -0.74 | 0.71 | -1.13 | 3.04 | -2.91 | 6.1 |
| 2006 | 3.75 | -0.05 | 1.63 | 2.38 | -2.42 | 0.13 | 1.1 | 1.51 | 2.06 | 2.84 | 2.1 | -3.74 | 11.6 |
| 2007 | 2.46 | -1.64 | 0.61 | 4.19 | 3.63 | -2.02 | -3.42 | 1.37 | 2.93 | 1.36 | -3.82 | -0.51 | 4.8 |
| 2008 | -5.95 | -3.6 | -1.05 | 3.74 | 1.15 | -9.41 | 0.86 | 1.71 | -6.25 | -17.11 | -6.59 | 3.57 | -34.2 |
| 2009 | -9.9 | -10.99 | 8.5 | 8.94 | 4.26 | 0.15 | 7.75 | 3.09 | 2.59 | -1.51 | 5.35 | 2.49 | 20 |
| 2010 | -3.31 | 3.22 | 5.61 | 1 | -6.94 | -2.24 | 6.31 | -2.04 | 7.35 | 3.3 | -1.89 | 5.69 | 16 |
| 2011 | 1.09 | 3.58 | 0.55 | 3.51 | -0.69 | -1.71 | -2.89 | -3.43 | -6.25 | 9.95 | 0.06 | 2.11 | 5.1 |
| 2012 | 3.37 | 2.5 | 1.97 | 0.31 | -6.14 | 4.53 | 1.82 | 1.68 | 1.78 | -0.71 | -0.26 | 1.38 | 12.5 |
| 2013 | 5.48 | 0.92 | 4.09 | 2.23 | 0.14 | -1.11 | 3.83 | -2.71 | 2.62 | 3.63 | 2.51 | 2.17 | 26.2 |
| 2014 | -3.4 | 4.98 | 2.21 | 1.25 | 1.59 | 2.06 | -2.66 | 3.79 | -2.14 | 2.66 | 2.4 | -0.37 | 12.7 |
| 2015 | -2.89 | 4.71 | -1.15 | 0.82 | 0.74 | -2.51 | 1.18 | -6.61 | -2.73 | 7.32 | 0.5 | -2.98 | -4.3 |
| 2016 | -3.6 | 0.37 | 6.01 | 1.57 | 1.93 | 1.11 | 2.07 | 0.85 | -0.76 | -1.29 | 3.67 | 2.62 | 15.2 |
| 2017 | 1.73 | 3.33 | -0.17 | 1.03 | 1.37 | 0.25 | 2.06 | -0.36 | 2.73 | 2.17 | 3.68 | 1.11 | 20.5 |
| 2018 | 4.1 | -5.1 | -1.1 | 0.39 | 1.47 | 0.07 | 5.06 | 1.29 | 0.08 | -5.78 | 3.42 | -8.51 | -5.4 |
| 2019 | 7 | 2.46 | 1.12 | 4.22 | -5.59 | 6.62 | 2.18 | -1.95 | 2.96 | 0.51 | 2.92 | -0.44 | 23.6 |
| 2020 | -2.23 | -10.18 | -15.64 | 9.94 | 3.32 | 0.21 | 5.67 | 4.22 | -3.57 | -0.77 | 11.64 | 4.34 | 4.2 |
| 2021 | -5.45 | 4.16 | 4.35 | 8.81 | 1.89 | -5.08 | 1.42 | 1.85 | -5.35 | 6.71 | -2.31 | 5.43 | 15.9 |
| 2022 | -2.6 | -3.62 | 2.02 | -5.74 | 2.72 | -8.73 | 6.66 | -3.15 | -9.79 | 8.82 | 7.37 | -8.1 | -15.3 |
| 2023 | 6.26 | -4.43 | -2.04 | 2.25 | -5.11 | 6.51 | 3.85 | -3.76 | -4.11 | -3.58 | 8.13 | 4.95 | 7.8 |
| 2024 | 0.32 | 2.79 | 4.18 | -3.74 | 3.8 |