PQIAX
Principal Equity Income Fund Class A
Mutual fund
$44.70+0.31 (+0.70%)Close Oct 2, 2026
Dec 31, 1984 – Oct 2, 2026, Dividends reinvested
- Final balance
- $268,989
- CAGR
- +8.20%
- Max drawdown
- −54.68%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.76%
- 3M
- −0.47%
- 6M
- +7.75%
- YTD
- +10.48%
- 1Y
- +14.29%
- 3Y
- +17.91%
- 5Y
- +9.44%
- 10Y
- +11.15%
- 15Y
- +11.94%
- 20Y
- +8.31%
- 25Y
- +8.63%
- 30Y
- +7.81%
- Since 1984
- +8.20%
Metrics
Since 1984| Volatility | 14.63% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.15 |
| Best year, 2003 | +29.25% |
| Worst year, 2008 | −34.23% |
| Positive years | 34 of 41 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 1984| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.7% | Jul 2007 | Mar 2009 | Aug 2012 | 5.1 years |
| −37.7% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −27.2% | Mar 2002 | Oct 2002 | Oct 2003 | 1.6 years |
| −22.1% | Oct 1997 | Oct 1998 | Jul 1999 | 1.8 years |
| −21.2% | Jan 2022 | Oct 2022 | Feb 2024 | 2.1 years |
Annual returns
1984 from Dec 31 · 2026 through Oct 2