Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | 2.29 | -7.59 | -6.21 | 6.25 | -4.94 | 8.76 | 4.22 | 0.51 | 7.35 | 0 |
| 2011 | 1.26 | 3.89 | 0.24 | 2.61 | -1.45 | -1.5 | -2.55 | -5.74 | -7.56 | 10.98 | -0.16 | 1.09 | -0.1 |
| 2012 | 4.77 | 3.47 | 2.65 | -0.57 | -6.26 | 4.01 | -0.37 | 1.94 | 2.38 | -1.24 | 1.09 | 1.39 | 13.5 |
| 2013 | 5.9 | 0.79 | 3.54 | 1.7 | 2.56 | -1.42 | 4.73 | -3 | 3.98 | 4.88 | 2.59 | 2.19 | 32 |
| 2014 | -3.4 | 4.75 | 1.23 | 0.36 | 2.15 | 2.28 | -1.82 | 3.58 | -2.04 | 2.71 | 2.64 | 0.96 | 13.9 |
| 2015 | -2.33 | 5.62 | -1.09 | 0.54 | 1.15 | -1.02 | 1.73 | -6.5 | -2.12 | 7.77 | 1.29 | -2.27 | 2 |
| 2016 | -4.98 | -0.51 | 6.45 | -0.5 | 2.19 | 0.12 | 3.69 | -0.15 | -0.25 | -2.76 | 3.59 | 2.14 | 8.9 |
| 2017 | 2.13 | 3.82 | -0.1 | 1.57 | 0.86 | 0.08 | 2.13 | 0.11 | 2.06 | 2.23 | 3.24 | 0.87 | 20.6 |
| 2018 | 5.2 | -3.27 | -2.39 | -0.06 | 2.69 | 0.68 | 3.67 | 3 | 0.4 | -6.66 | 2.88 | -9.24 | -4.1 |
| 2019 | 7.63 | 3.35 | 1.84 | 4.78 | -5.71 | 6.52 | 2.68 | -1.61 | 1.62 | 2.09 | 2.91 | -5.08 | 22.1 |
| 2020 | 6.47 | 7.32 | 1.84 | 5.6 | 11.32 | -11.74 | -8.74 | -0.04 | -8.05 | -2.42 | 9.72 | 3.7 | 12.4 |
| 2021 | -9.67 | 1.95 | 13.49 | 5.24 | 0.71 | 2.97 | 2.74 | 2.81 | -5.02 | 7.67 | -0.46 | -5.17 | 16.3 |
| 2022 | -5.82 | -3.94 | 3.92 | -8.83 | 0.61 | -7.41 | 8.73 | -3.38 | -8.15 | 8.09 | 6.39 | -6.24 | -16.9 |
| 2023 | 5.52 | -2.96 | 3.36 | 1.74 | -0.03 | 6.39 | 3.31 | -1.88 | -4.3 | -1.61 | 8.95 | 4.23 | 24.1 |
| 2024 | 2.24 | 28.5 |