Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | 2.31 | -7.58 | -6.21 | 6.28 | -4.93 | 8.78 | 4.22 | 0.53 | 7.35 | 0 |
| 2011 | 1.29 | 3.89 | 0.27 | 2.61 | -1.45 | -1.5 | -2.55 | -5.73 | -7.54 | 11.01 | -0.16 | 1.1 | 0 |
| 2012 | 4.76 | 3.52 | 2.64 | -0.54 | -6.27 | 4.03 | -0.37 | 1.98 | 2.37 | -1.24 | 1.11 | 1.39 | 13.7 |
| 2013 | 5.94 | 0.78 | 3.56 | 1.7 | 2.58 | -1.42 | 4.74 | -2.99 | 4.01 | 4.86 | 2.6 | 2.21 | 32.1 |
| 2014 | -3.39 | 4.78 | 1.23 | 0.36 | 2.18 | 2.28 | -1.81 | 3.58 | -2.02 | 2.72 | 2.65 | 1.06 | 14.1 |
| 2015 | -2.33 | 5.65 | -1.09 | 0.54 | 1.14 | -1 | 1.76 | -6.51 | -2.1 | 7.78 | 1.29 | -2.27 | 2.1 |
| 2016 | -4.95 | -0.51 | 6.46 | -0.46 | 2.19 | 0.14 | 3.7 | -0.15 | -0.25 | -2.72 | 3.59 | 2.14 | 9 |
| 2017 | 2.14 | 3.83 | -0.08 | 1.58 | 0.87 | 0.08 | 2.14 | 0.11 | 2.09 | 2.24 | 3.25 | 0.87 | 20.8 |
| 2018 | 5.22 | -3.26 | -2.37 | -0.06 | 2.7 | 0.69 | 3.67 | 3.02 | 0.41 | -6.65 | 2.89 | -9.24 | -4 |
| 2019 | 7.65 | 3.36 | 1.86 | 4.78 | -5.69 | 6.53 | 2.69 | -1.61 | 1.63 | 2.1 | 2.93 | -5.15 | 22.1 |
| 2020 | 6.47 | 7.36 | 1.85 | 5.59 | 11.33 | -11.72 | -8.73 | -0.02 | -8.12 | -2.4 | 9.74 | -4.85 | 12.5 |
| 2021 | -1.49 | 1.85 | 3.63 | 15.34 | 0.72 | 2.97 | 2.77 | 2.82 | -5.01 | 7.67 | -0.43 | -5.23 | 16.4 |
| 2022 | -5.82 | -3.93 | 3.93 | -8.82 | 0.62 | -7.39 | 8.73 | -3.37 | -8.13 | 8.1 | 6.41 | -6.37 | -17 |
| 2023 | 5.52 | -2.96 | 3.38 | 1.76 | -0.02 | 6.4 | 3.3 | -1.87 | -4.28 | -1.6 | 8.96 | 4.16 | 24.2 |
| 2024 | 2.24 | 22.3 |