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Principal Equity Income Fund (PEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.99+0.10 (+0.25%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (2 Jul 2024)28.95%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PEIIXCategory average
5 years
PEIIXCategory average
10 years
PEIIXCategory average
Alpha
-4.36-0.01
-4.78-0.03
-2.77-0.03
BETA
0.910.01
0.940.01
0.940.01
Mean annual return
0.510.01
0.850.01
0.820.01
R-squared
85.30.78
88.190.83
89.840.84
Standard deviation
17.510.17
18.120.19
15.080.16
Sharpe ratio
0.150
0.430
0.540.01
Treynor ratio
1.360.04
6.960.07
7.910.08