Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 5.33 | -3.37 | -3.77 | -4.66 | -10.6 | -3.65 | -7.89 | 6.36 | 8.23 | -6.63 | 0 |
| 2003 | -1.68 | -1.16 | -1.41 | 7.36 | 9.78 | 2.02 | 3.6 | 4.5 | -1.42 | 8.07 | 2.06 | 3.32 | 40.1 |
| 2004 | 2.24 | 0.67 | -0.98 | -3.47 | 1.62 | 3.8 | -5.23 | -0.46 | 3.05 | 1.64 | 5.32 | 3.98 | 12.3 |
| 2005 | -3.87 | 2.13 | -2 | -3.9 | 4.72 | 1.42 | 5.16 | -0.06 | 0.57 | -1.33 | 5.64 | -0.97 | 7.2 |
| 2006 | 4.04 | 0.11 | 2.48 | -0.34 | -3.72 | 0.6 | -2.26 | 1.62 | 1.87 | 3.18 | 2.64 | 0.48 | 10.9 |
| 2007 | 2.15 | -1.32 | 0.08 | 2.6 | 2.99 | -1.9 | -1.66 | 1.64 | 4.3 | 3.69 | -5.01 | 0.26 | 7.7 |
| 2008 | -7.01 | -3.49 | 0.23 | 4.59 | 2.89 | -7.75 | -0.12 | 2.17 | -6.2 | -18.32 | -7.53 | 2.09 | -34.1 |
| 2009 | -8.58 | -9.25 | 8.76 | 11.9 | 3.06 | 0.69 | 7.87 | 2.51 | 4.27 | -2.24 | 4.4 | 3.8 | 28 |
| 2010 | -4.36 | 2.89 | 6.46 | 2.13 | -7.68 | -6.3 | 6.15 | -5.01 | 8.7 | 4.1 | 0.47 | 7.23 | 13.8 |
| 2011 | 1.19 | 3.79 | 0.2 | 2.51 | -1.52 | -1.6 | -2.62 | -5.8 | -7.64 | 10.44 | 0.22 | 0.98 | -1 |
| 2012 | 4.69 | 3.43 | 2.57 | -0.65 | -6.37 | 3.93 | -0.44 | 1.87 | 2.29 | -1.32 | 0.99 | 1.32 | 12.5 |
| 2013 | 5.81 | 0.72 | 3.49 | 1.59 | 2.51 | -1.51 | 4.66 | -3.07 | 3.9 | 4.78 | 2.52 | 2.57 | 31.4 |
| 2014 | -3.89 | 4.7 | 1.15 | 0.28 | 2.09 | 2.2 | -1.88 | 3.51 | -2.12 | 2.65 | 2.56 | -0.02 | 11.4 |
| 2015 | -2.4 | 5.58 | -1.18 | 0.5 | 1.09 | -1.1 | 1.68 | -6.58 | -2.18 | 7.69 | 1.21 | -2.37 | 1.2 |
| 2016 | -5.01 | -0.58 | 6.36 | -0.55 | 2.11 | 0.06 | 3.62 | -0.23 | -0.33 | -2.82 | 3.53 | 2.06 | 8 |
| 2017 | 2.08 | 3.74 | -0.17 | 1.51 | 0.79 | 0.02 | 2.05 | 0.04 | 2.01 | 2.15 | 3.18 | 0.8 | 19.7 |
| 2018 | 5.11 | -3.33 | -2.44 | -0.13 | 2.61 | 0.62 | 3.59 | 2.93 | 0.34 | -6.73 | 2.82 | -9.6 | -5.2 |
| 2019 | 7.54 | 3.32 | 1.75 | 4.68 | -5.75 | 6.43 | 2.6 | -1.66 | 1.54 | 2 | 2.88 | -8.65 | 16.6 |
| 2020 | 6.37 | 7.26 | 1.77 | 5.5 | 11.27 | -11.81 | -8.81 | -0.09 | -10.45 | -2.5 | 9.68 | -10.54 | 8.7 |
| 2021 | -1.57 | 2.21 | 3.45 | 22.07 | 0.64 | 2.89 | 2.68 | 2.74 | -5.09 | 7.61 | -0.52 | -10.63 | 8.8 |
| 2022 | -5.9 | -4 | 3.84 | -8.87 | 0.53 | -7.48 | 8.66 | -3.46 | -8.19 | 8.01 | 6.32 | -6.07 | -17.4 |
| 2023 | 5.43 | -3.03 | 3.32 | 1.65 | 0.36 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7.8 |