Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | -6.77 | 6.26 | 2.87 | -0.2 | 6.91 | 2.51 | 0 |
| 1997 | 6.26 | -0.24 | -3.94 | 3.5 | 10.62 | 4.63 | 6.84 | -1.41 | 8.32 | -5.23 | 2.51 | -1.85 | 32.7 |
| 1998 | 0.18 | 9.01 | 1.46 | 0.46 | -5.38 | -1.98 | -6.7 | -20.23 | 10.21 | 11.62 | 14.78 | 13.39 | 23 |
| 1999 | 2.75 | -6.53 | 2.79 | 6.04 | 4.79 | 9.04 | -0.79 | 0.32 | -3.64 | 5.36 | 3.96 | 13.41 | 42.5 |
| 2000 | -0.72 | 15.08 | 2.64 | -7 | -3.82 | 9.35 | -0.32 | 8.69 | -6.87 | -5.5 | -8.67 | 10.29 | 10.2 |
| 2001 | 8.36 | -9.73 | -5.32 | 10.35 | 7.92 | 9.05 | -7.23 | -2.17 | -17.56 | 6.49 | 8.03 | 2.81 | 6.4 |
| 2002 | -1.13 | -2.22 | 5.38 | -3.16 | -3.53 | -4.6 | -10.52 | -3.59 | -7.82 | 6.46 | 8.47 | -6.58 | -22.1 |
| 2003 | -1.42 | -0.93 | -1.33 | 7.42 | 9.85 | 2.09 | 3.71 | 4.55 | -1.33 | 8.14 | 2.12 | 3.41 | 41.8 |
| 2004 | 2.27 | 0.75 | -0.89 | -3.4 | 1.67 | 3.88 | -5.15 | -0.39 | 3.11 | 1.74 | 5.36 | 4.07 | 13.2 |
| 2005 | -3.78 | 2.2 | -1.94 | -3.81 | 4.79 | 1.5 | 5.23 | 0.03 | 0.64 | -1.27 | 5.74 | -0.9 | 8.1 |
| 2006 | 4.1 | 0.17 | 2.55 | -0.28 | -3.65 | 0.68 | -2.19 | 1.69 | 1.93 | 3.26 | 2.69 | 0.56 | 11.8 |
| 2007 | 2.28 | -1.26 | 0.16 | 2.67 | 3.07 | -1.81 | -1.6 | 1.72 | 4.34 | 3.76 | -4.92 | 0.3 | 8.6 |
| 2008 | -6.95 | -3.42 | 0.31 | 4.71 | 2.96 | -7.69 | -0.03 | 2.22 | -6.1 | -18.22 | -7.46 | 2.13 | -33.5 |
| 2009 | -8.5 | -9.17 | 8.86 | 12.02 | 3.14 | 0.77 | 7.96 | 2.61 | 4.39 | -2.13 | 4.45 | 3.91 | 29.4 |
| 2010 | -4.29 | 2.93 | 6.54 | 2.21 | -7.61 | -6.21 | 6.25 | -4.93 | 8.75 | 4.18 | 0.54 | 7.33 | 14.8 |
| 2011 | 1.25 | 3.89 | 0.25 | 2.61 | -1.46 | -1.53 | -2.55 | -5.73 | -7.56 | 10.97 | -0.13 | 1.08 | -0.1 |
| 2012 | 4.75 | 3.49 | 2.62 | -0.57 | -6.28 | 3.99 | -0.37 | 1.95 | 2.35 | -1.25 | 1.1 | 1.38 | 13.4 |
| 2013 | 5.89 | 0.79 | 3.54 | 1.67 | 2.58 | -1.43 | 4.72 | -3 | 3.98 | 4.85 | 2.61 | 2.63 | 32.5 |
| 2014 | -3.83 | 4.78 | 1.22 | 0.36 | 2.16 | 2.26 | -1.81 | 3.58 | -2.02 | 2.71 | 2.64 | 0.04 | 12.4 |
| 2015 | -2.33 | 5.63 | -1.1 | 0.55 | 1.14 | -1.02 | 1.74 | -6.51 | -2.12 | 7.77 | 1.28 | -2.28 | 2 |
| 2016 | -4.98 | -0.51 | 6.44 | -0.48 | 2.19 | 0.12 | 3.7 | -0.17 | -0.25 | -2.73 | 3.58 | 2.14 | 8.9 |
| 2017 | 2.13 | 3.81 | -0.09 | 1.56 | 0.86 | 0.08 | 2.13 | 0.1 | 2.08 | 2.23 | 3.23 | 0.86 | 20.6 |
| 2018 | 5.2 | -3.26 | -2.38 | -0.07 | 2.68 | 0.69 | 3.66 | 3.01 | 0.41 | -6.67 | 2.89 | -9.27 | -4.1 |
| 2019 | 7.64 | 3.38 | 1.82 | 4.78 | -5.68 | 6.49 | 2.69 | -1.61 | 1.62 | 2.08 | 2.93 | -5.23 | 21.9 |
| 2020 | 6.47 | 7.34 | 1.84 | 5.56 | 11.33 | -11.73 | -8.72 | -0.04 | -8.17 | -2.4 | 9.73 | -5.05 | 12.3 |
| 2021 | -1.48 | 1.88 | 3.6 | 15.54 | 0.71 | 2.97 | 2.77 | 2.8 | -5 | 7.66 | -0.44 | -5.4 | 16.1 |
| 2022 | -5.81 | -3.95 | 3.92 | -8.81 | 0.62 | -7.41 | 8.72 | -3.38 | -8.12 | 8.09 | 6.38 | -6.3 | -17 |
| 2023 | 5.52 | -2.98 | 3.38 | 1.75 | -0.03 | 6.4 | 3.3 | -1.88 | -4.29 | -1.6 | 8.95 | 4.2 | 24.1 |
| 2024 | 2.25 | 30.1 |