Principal Equity Income R4 (PEIPX)

38.25 +0.03 (+0.08%) USD  |  Aug 18 2022

PEIPX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 18, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Principal Equity Income R4
12.53%
26.76%
12.23%
-4.21%
15.14%
20.54%
-5.40%
28.48%
6.16%
21.88%
-6.26%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
Pioneer Equity Income R
9.53%
28.44%
12.45%
-0.12%
18.73%
14.50%
-9.29%
24.93%
-0.52%
25.12%
-5.74%
Virtus NFJ Dividend Value R6
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
29.09%
-5.78%
Voya US High Dividend Low Volatility R6
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18.00%
-4.06%
25.44%
2.74%
26.54%
-1.29%
Columbia Dividend Opportunity R
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
25.81%
0.09%
As of August 18, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Principal Equity Income R4
10.01%
6.02%
-0.47%
-1.43%
10.50%
10.46%
10.95%
7.74%
9.44%
8.18%
S&P 500 Total Return
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
Pioneer Equity Income R
9.17%
4.12%
-1.75%
0.94%
9.82%
7.90%
10.35%
6.91%
8.38%
9.21%
Virtus NFJ Dividend Value R6
8.88%
7.24%
1.25%
3.19%
10.49%
8.37%
9.19%
5.80%
8.27%
8.22%
Voya US High Dividend Low Volatility R6
9.00%
5.85%
4.59%
5.00%
11.85%
11.26%
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11.39%
Columbia Dividend Opportunity R
7.92%
3.09%
0.88%
7.60%
11.65%
10.24%
9.89%
7.44%
8.53%
8.77%
As of August 18, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022