Principal Capital Appreciation Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1996 | 0 | -0.1 | 1.02 | 9.36 | 0 |
| 1997 | 1.83 | 19.79 | 14.1 | -4.65 | 32.72 |
| 1998 | 10.8 | -6.83 | -17.98 | 45.26 | 23 |
| 1999 | -1.28 | 21.17 | -4.1 | 24.22 | 42.5 |
| 2000 | 17.27 | -2.19 | 0.89 | -3.37 | 10.16 |
| 2001 | -7.4 | 33.06 | -23.38 | 20.63 | 6.43 |
| 2002 | 1.87 | -10.39 | -18.71 | 7.88 | -22.11 |
| 2003 | -3.64 | 20.47 | 6.98 | 14.2 | 41.83 |
| 2004 | 2.12 | 2.02 | -2.57 | 11.56 | 13.24 |
| 2005 | -3.57 | 2.31 | 5.93 | 3.47 | 8.13 |
| 2006 | 6.94 | -3.27 | 1.38 | 7.4 | 11.83 |
| 2007 | 1.15 | 3.76 | 3.28 | -2.73 | 8.61 |
| 2008 | -9.86 | -0.48 | -4.04 | -22.7 | -33.46 |
| 2009 | -9.52 | 16.44 | 15.65 | 6.23 | 29.42 |
| 2010 | 4.95 | -11.43 | 9.86 | 12.41 | 14.8 |
| 2011 | 5.45 | -0.44 | -15.07 | 12.02 | -0.13 |
| 2012 | 11.25 | -3.77 | 3.83 | 1.05 | 13.43 |
| 2013 | 10.51 | 3.38 | 4.99 | 10.42 | 32.49 |
| 2014 | 1.99 | 4.85 | -0.35 | 5.46 | 12.39 |
| 2015 | 2.03 | 0.65 | -6.89 | 6.66 | 1.99 |
| 2016 | 0.63 | 1.82 | 3.26 | 2.9 | 8.87 |
| 2017 | 5.93 | 2.52 | 4.36 | 6.05 | 20.64 |
| 2018 | -0.65 | 5.79 | 6.91 | -12.98 | -4.11 |
| 2019 | 13.3 | 4.12 | 2.67 | -0.42 | 21.9 |
| 2020 | -19.46 | 19.69 | 4.95 | 1.69 | 12.33 |
| 2021 | 3.98 | 19.8 | -8.57 | 11.32 | 16.1 |
| 2022 | -5.99 | -15.05 | -3.48 | 7.75 | -16.95 |
| 2023 | 5.84 | 8.22 | -2.99 | 11.75 | 24.13 |
| 2024 | 11.97 | -3.38 | 0 | 30.12 |