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Principal Equity Income Inst (PEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.07+0.54 (+1.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.70%
5-year average return9.84%
Number of years up18
Number of years down5
Best 1-yr total return (29 May 2024)28.95%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return28.95%
Worst 3-yr total return5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEIIXCategory
YTD3.67%4.44%
1-month-4.01%-4.04%
3-month3.29%4.09%
1-year12.56%14.37%
3-year4.05%6.04%
5-year8.41%9.20%
10-year9.06%8.57%
Last bull market24.04%22.97%
Last bear market-11.24%-11.27%

Annual total return (%) history

Year
PEIIXCategory
2024
N/AN/A
2023
11.11%11.63%
2022
-10.51%-5.90%
2021
22.33%26.22%
2020
6.54%2.91%
2019
28.95%25.04%
2018
-5.06%-8.53%
2017
21.03%15.94%
2016
15.58%14.81%
2015
-3.88%-4.05%
2014
12.66%10.21%
2013
27.21%31.21%
2012
12.95%14.57%
2011
5.51%-0.75%
2010
16.30%13.66%
2009
20.50%24.13%
2008
-33.92%-37.09%
2007
5.05%1.42%
2006
18.09%18.15%
2005
9.84%5.95%
2004
19.09%12.97%
2003
29.66%28.44%
2002
-12.53%-18.69%
2001
7.78%-4.99%
2000
N/A7.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.00%N/AN/AN/A
20230.06%3.96%-3.57%10.77%
2022-3.81%-11.24%-6.38%11.96%
20217.50%5.71%-2.16%10.02%
2020-25.37%14.47%7.82%15.67%
201910.98%5.45%3.70%6.26%
2018-2.25%2.03%6.59%-10.69%
20175.06%2.77%4.54%7.23%
20162.69%4.76%2.28%5.05%
20150.66%-0.91%-8.00%4.75%
20143.36%5.11%-1.03%4.78%
201310.90%1.39%3.77%9.03%
20128.16%-1.48%5.47%0.50%
20115.40%1.14%-12.03%12.51%
20105.53%-8.16%11.92%7.22%
2009-12.95%13.97%14.00%6.54%
2008-10.16%-4.84%-3.76%-19.68%
20071.47%5.83%0.90%-3.05%
20065.42%0.16%4.77%6.75%
20050.12%4.21%3.13%2.08%
20045.47%1.37%1.24%10.02%
2003-3.15%15.82%3.38%11.81%
20023.91%-7.87%-14.77%7.20%
20010.50%5.45%-3.66%5.56%
20008.31%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month48
3-month68
1-year65
3-year85
5-year69

Load adjusted returns

1-year12.56%
3-year4.05%
5-year8.41%
10-year9.06%