Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | 2.26 | -7.61 | -6.21 | 6.22 | -4.94 | 8.76 | 4.17 | 0.53 | 7.33 | 0 |
| 2011 | 1.24 | 3.87 | 0.25 | 2.59 | -1.48 | -1.52 | -2.56 | -5.75 | -7.57 | 10.95 | -0.16 | 1.06 | -0.3 |
| 2012 | 4.76 | 3.48 | 2.63 | -0.59 | -6.29 | 4 | -0.39 | 1.94 | 2.34 | -1.25 | 1.07 | 1.38 | 13.4 |
| 2013 | 5.88 | 0.77 | 3.54 | 1.67 | 2.55 | -1.45 | 4.72 | -3 | 3.96 | 4.85 | 2.59 | 2.16 | 31.7 |
| 2014 | -3.42 | 4.76 | 1.2 | 0.35 | 2.14 | 2.26 | -1.84 | 3.58 | -2.05 | 2.69 | 2.62 | 0.78 | 13.5 |
| 2015 | -2.35 | 5.6 | -1.11 | 0.54 | 1.12 | -1.04 | 1.73 | -6.52 | -2.12 | 7.75 | 1.27 | -2.3 | 1.8 |
| 2016 | -4.97 | -0.53 | 6.42 | -0.48 | 2.17 | 0.11 | 3.67 | -0.17 | -0.27 | -2.77 | 3.57 | 2.13 | 8.7 |
| 2017 | 2.13 | 3.79 | -0.12 | 1.56 | 0.83 | 0.07 | 2.11 | 0.1 | 2.05 | 2.22 | 3.22 | 0.85 | 20.4 |
| 2018 | 5.17 | -3.28 | -2.39 | -0.1 | 2.68 | 0.67 | 3.64 | 2.99 | 0.39 | -6.67 | 2.86 | -9.29 | -4.3 |
| 2019 | 7.62 | 3.37 | 1.79 | 4.77 | -5.71 | 6.5 | 2.67 | -1.63 | 1.6 | 2.08 | 2.9 | -5.01 | 22 |
| 2020 | 6.45 | 7.3 | 1.82 | 5.57 | 11.3 | -11.74 | -8.75 | -0.04 | -7.99 | -2.43 | 9.72 | -5.05 | 12.3 |
| 2021 | -1.51 | 2.02 | 3.59 | 15.32 | 0.69 | 2.94 | 2.75 | 2.78 | -5.02 | 7.64 | -0.45 | -5.26 | 16 |
| 2022 | -5.85 | -3.95 | 3.89 | -8.83 | 0.58 | -7.42 | 8.71 | -3.4 | -8.15 | 8.06 | 6.38 | -6.08 | -16.9 |
| 2023 | 5.49 | -2.97 | 3.34 | 1.75 | -0.05 | 6.37 | 3.28 | -1.9 | -4.32 | -1.62 | 8.95 | 4.32 | 24 |
| 2024 | 2.21 | 21.9 |