Principal Capital Appreciation Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2002 | 0 | -10.87 | -18.89 | 7.49 | 0 |
| 2003 | -4.19 | 20.24 | 6.72 | 13.96 | 40.1 |
| 2004 | 1.92 | 1.82 | -2.79 | 11.32 | 12.29 |
| 2005 | -3.78 | 2.07 | 5.7 | 3.23 | 7.16 |
| 2006 | 6.74 | -3.47 | 1.17 | 7.19 | 10.92 |
| 2007 | 0.88 | 3.52 | 3.07 | -2.91 | 7.65 |
| 2008 | -10.04 | -0.73 | -4.27 | -22.88 | -34.07 |
| 2009 | -9.76 | 16.11 | 15.29 | 5.94 | 27.97 |
| 2010 | 4.76 | -11.66 | 9.6 | 12.16 | 13.76 |
| 2011 | 5.23 | -0.66 | -15.28 | 11.76 | -1.02 |
| 2012 | 11.06 | -3.94 | 3.63 | 0.81 | 12.5 |
| 2013 | 10.29 | 3.18 | 4.76 | 10.19 | 31.4 |
| 2014 | 1.78 | 4.63 | -0.58 | 5.25 | 11.42 |
| 2015 | 1.83 | 0.47 | -7.09 | 6.41 | 1.16 |
| 2016 | 0.44 | 1.62 | 3.04 | 2.68 | 7.99 |
| 2017 | 5.71 | 2.33 | 4.14 | 5.85 | 19.68 |
| 2018 | -0.87 | 5.57 | 6.69 | -13.4 | -5.19 |
| 2019 | 13.06 | 3.93 | 1.47 | -4.14 | 16.59 |
| 2020 | -19.65 | 19.47 | 2.18 | -4.33 | 8.68 |
| 2021 | 4.07 | 26.4 | -13.73 | 11.03 | 8.8 |
| 2022 | -6.19 | -15.24 | -3.69 | 7.87 | -17.4 |
| 2023 | 5.62 | 2.02 | 0 | 0 | 7.75 |