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