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Principal Equity Income J (PEIJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.87-0.02 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.06%
5-year average return8.72%
Number of years up4
Number of years down1
Best 1-yr total return (26 Jun 2024)28.45%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return28.45%
Worst 3-yr total return4.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEIJXCategory
YTD7.04%4.44%
1-month3.33%-4.04%
3-month3.78%4.09%
1-year22.28%14.37%
3-year4.27%6.04%
5-year10.08%9.20%
10-year8.89%8.57%
Last bull market23.94%22.97%
Last bear market-11.30%-11.27%

Annual total return (%) history

Year
PEIJXCategory
2024
N/AN/A
2023
10.85%11.63%
2022
-10.75%-5.90%
2021
22.01%26.22%
2020
6.23%2.91%
2019
28.45%25.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.94%N/AN/AN/A
20230.00%3.89%-3.62%10.71%
2022-3.86%-11.30%-6.42%11.85%
20217.41%5.64%-2.22%9.96%
2020-25.45%14.39%7.74%15.63%
201910.89%5.35%3.57%6.16%

Rank in category (by total return)

YTD62
1-month38
3-month50
1-year52
3-year83
5-year77

Load adjusted returns

1-year22.28%
3-year4.27%
5-year10.08%
10-year8.89%