Nasdaq - Delayed Quote USD
Principal Equity Income Fund (PEUCX)
36.27
+0.55
+(1.54%)
At close: 6:49:21 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.89% |
| 5y Average Return | 11.25% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 23, 2025) | 27.46% |
| Worst 1Y Total Return (Apr 23, 2025) | -- |
| Best 3Y Total Return | 27.46% |
| Worst 3Y Total Return | 3.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PEUCX
Category
- YTD
- 0.36%
- 4.44%
- 1-Month
- -3.96%
- -4.04%
- 3-Month
- 0.36%
- 4.09%
- 1-Year
- 6.40%
- 14.37%
- 3-Year
- 5.13%
- 6.04%
- 5-Year
- 13.82%
- 9.20%
- 10-Year
- 8.22%
- 8.57%
- Last Bull Market
- 18.41%
- 22.97%
- Last Bear Market
- -11.49%
- -11.27%
Annual Total Return (%) History
Year
PEUCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.36% | -- | -- | -- |
| 2024 | 7.71% | -1.10% | 9.31% | -1.93% |
| 2023 | -0.21% | 3.67% | -3.85% | 10.46% |
| 2022 | -4.06% | -11.49% | -6.63% | 11.63% |
| 2021 | 7.16% | 5.43% | -2.43% | 9.72% |
| 2020 | -25.60% | 14.19% | 7.49% | 15.41% |
| 2019 | 10.66% | 5.17% | 3.36% | 5.96% |
| 2018 | -2.49% | 1.73% | 6.32% | -10.95% |
| 2017 | 4.74% | 2.51% | 4.24% | 6.94% |
| 2016 | 2.41% | 4.46% | 1.96% | 4.79% |
| 2015 | 0.35% | -1.18% | -8.23% | 4.40% |
| 2014 | 3.11% | 4.78% | -1.34% | 4.55% |
| 2013 | 10.63% | 1.09% | 3.48% | 8.71% |
| 2012 | 7.88% | -1.80% | 5.18% | 0.17% |
| 2011 | 5.08% | 0.82% | -12.26% | 12.15% |
| 2010 | 5.18% | -8.44% | 11.61% | 6.92% |
| 2009 | -13.18% | 13.62% | 13.68% | 6.20% |
| 2008 | -10.45% | -5.15% | -4.03% | -19.98% |
| 2007 | 1.17% | 5.59% | 0.60% | -3.30% |
| 2006 | 5.18% | -0.15% | 4.52% | 6.44% |
| 2005 | -0.12% | 3.86% | 2.82% | 1.82% |
| 2004 | 5.21% | 1.04% | 0.95% | 9.76% |
| 2003 | -3.40% | 15.43% | 3.10% | 11.49% |
| 2002 | -8.13% | -15.05% | 6.91% | -- |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 81 |
| 3-Month | 69 |
| 1-Year | 56 |
| 3-Year | 80 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | 5.44% |
| 3-Year | 5.13% |
| 5-Year | 13.82% |
| 10-Year | 8.22% |
Performance & Risk
| YTD Return | -4.89% |
| 5y Average Return | 11.25% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Principal Funds |
| Net Assets | 8.35B |
| YTD Return | 0.36% |
| Yield | 0.63% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2000 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities. The managers define dividend-paying equity securities as securities that produced dividend income within the last rolling 12 months. It usually invests in equity securities of companies with large and medium market capitalizations.
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