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Principal Fds, Inc. Equity Income Fund Class R-4: (MF: PEIPX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$43.26 USD
+0.39 (0.91%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.56 | 45 |
| 3 months | 8.03 | 11 |
| 6 months | 12.07 | 13 |
| 1 Year | 23.31 | 39 |
| 3 Year | 5.87 | 68 |
| 5 Year | 10.12 | 72 |
| 10 Year | 9.34 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 13.98 |
| 5 Year | 8.46 |
| 10 Year | 8.60 |
| Since Inception | 10.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.90 | -0.92 | NA | NA |
| 2023 | -0.02 | 3.87 | -3.64 | 10.65 |
| 2022 | -3.91 | -11.31 | -6.46 | 11.84 |
| 2021 | 7.36 | 5.63 | -2.25 | 9.93 |
| 2020 | -25.44 | 14.37 | 7.70 | 15.59 |
| 2019 | 10.91 | 5.32 | 3.58 | 6.14 |