Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | 2.24 | -7.62 | -6.24 | 6.2 | -4.98 | 8.72 | 4.18 | 0.48 | 7.29 | 0 |
| 2011 | 1.24 | 3.82 | 0.22 | 2.57 | -1.5 | -1.55 | -2.59 | -5.79 | -7.57 | 10.89 | -0.16 | 1.04 | -0.6 |
| 2012 | 4.72 | 3.47 | 2.59 | -0.6 | -6.31 | 3.97 | -0.42 | 1.9 | 2.33 | -1.28 | 1.06 | 1.34 | 13 |
| 2013 | 5.86 | 0.75 | 3.52 | 1.63 | 2.54 | -1.48 | 4.69 | -3.02 | 3.93 | 4.82 | 2.54 | 2.15 | 31.3 |
| 2014 | -3.43 | 4.71 | 1.18 | 0.33 | 2.11 | 2.22 | -1.86 | 3.55 | -2.07 | 2.66 | 2.59 | 0.4 | 12.7 |
| 2015 | -2.38 | 5.58 | -1.13 | 0.51 | 1.08 | -1.06 | 1.71 | -6.56 | -2.16 | 7.74 | 1.23 | -2.33 | 1.5 |
| 2016 | -4.99 | -0.55 | 6.39 | -0.52 | 2.14 | 0.09 | 3.65 | -0.2 | -0.31 | -2.79 | 3.56 | 2.09 | 8.3 |
| 2017 | 2.09 | 3.77 | -0.14 | 1.53 | 0.81 | 0.03 | 2.1 | 0.05 | 2.04 | 2.19 | 3.2 | 0.81 | 20 |
| 2018 | 5.16 | -3.31 | -2.41 | -0.11 | 2.65 | 0.64 | 3.61 | 2.96 | 0.36 | -6.7 | 2.84 | -9.31 | -4.6 |
| 2019 | 7.6 | 3.33 | 1.78 | 4.73 | -5.73 | 6.45 | 2.66 | -1.66 | 1.56 | 2.04 | 2.88 | -4.78 | 21.9 |
| 2020 | 6.42 | 7.29 | 1.8 | 5.52 | 11.28 | -11.77 | -8.77 | -0.06 | -7.67 | -2.46 | 9.68 | -5.11 | 12.4 |
| 2021 | -1.53 | 2.27 | 3.56 | 15.03 | 0.66 | 2.93 | 2.71 | 2.76 | -5.06 | 7.62 | -0.5 | -5.06 | 15.9 |
| 2022 | -5.86 | -3.98 | 3.87 | -8.86 | 0.56 | -7.44 | 8.68 | -3.45 | -8.16 | 8.04 | 6.35 | -5.85 | -17 |
| 2023 | 5.47 | -3.02 | 3.33 | 1.7 | -0.07 | 6.34 | 3.24 | -1.92 | -4.32 | -1.64 | 8.89 | 4.75 | 24.2 |
| 2024 | 2.19 | 27.9 |