Principal LargeCap Value Fund III
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4.49 | 2.04 | 0 |
2005 | -2.17 | 3.14 | -1.93 | -2.19 | 2.47 | 0.98 | 3.06 | -0.73 | 0.73 | -2.76 | 3.36 | -3.15 | 0.5 |
2006 | 3.52 | 0.51 | 1.01 | 2.99 | -2.9 | 0.07 | 2.28 | 1.88 | 2.32 | 3.2 | 1.81 | 2.56 | 20.8 |
2007 | 0.65 | -1.82 | 1.45 | 3.91 | 3.57 | -2.42 | -4.77 | 0.98 | 2.77 | -1.19 | -5.59 | -1.56 | -4.5 |
2008 | -4.13 | -5.39 | -1.06 | 4.44 | -1.02 | -11.3 | -1.7 | 0.91 | -8.23 | -17.24 | -7.14 | 1.9 | -41.3 |
2009 | -11.13 | -11.94 | 8.17 | 9.06 | 6.65 | -0.65 | 7.45 | 4.26 | 3.27 | -2.71 | 5.34 | 1.86 | 18.1 |
2010 | -3.17 | 3.27 | 6.33 | 1.54 | -8.49 | -6.52 | 6.86 | -4.87 | 8.14 | 3.55 | -0.83 | 7.4 | 12 |
2011 | 1.47 | 4.64 | 0 | 2.68 | -1.53 | -2.19 | -3.73 | -7.18 | -8.78 | 12.14 | -1.12 | 1.4 | -3.8 |
2012 | 4.21 | 3.94 | 2.75 | -1.29 | -6.63 | 5 | 0.95 | 1.89 | 2.59 | -0.54 | 0 | 1.71 | 15 |
2013 | 5.52 | 0.77 | 4.17 | 2.2 | 2.64 | -1.01 | 5.03 | -3.59 | 2.56 | 3.79 | 2.84 | 1.84 | 29.8 |
2014 | -2.99 | 4.45 | 1.79 | 0.13 | 1.62 | 2.06 | -1.88 | 3.51 | -1.6 | 2.02 | 2.36 | 1 | 12.9 |
2015 | -4.06 | 5.56 | -1.07 | 1.01 | 1.32 | -1.73 | 0.88 | -6.18 | -3.06 | 7.62 | 0.13 | -2.35 | -2.7 |
2016 | -4.97 | -0.66 | 6.07 | 1.96 | 1.03 | 0.48 | 2.83 | 0.46 | -0.85 | -1.32 | 5.34 | 1.69 | 12.2 |
2017 | 0.65 | 3.4 | -0.56 | 0.62 | 0.19 | 1.86 | 0.85 | -1.33 | 2.99 | 1.07 | 3.4 | 1.76 | 15.8 |
2018 | 4.91 | -5.13 | -2.08 | 0.73 | 0.66 | 0.48 | 4.4 | 1.43 | 0.84 | -5.74 | 2.66 | -9.21 | -6.9 |
2019 | 6.7 | 2.75 | 0.64 | 3.86 | -5.85 | 6.66 | 1.52 | -1.08 | 2.54 | 0.88 | 3.27 | -3.79 | 18.8 |
2020 | 3.85 | 3.56 | -0.76 | 4.49 | 11.2 | -17.16 | -9.65 | -2.59 | -3.17 | -1.13 | 13.28 | 3.65 | 1.7 |
2021 | -9.16 | 5.8 | 14.87 | 4.14 | 1.76 | -1.19 | 0.25 | 1.65 | -3.14 | 6.03 | -3.97 | -2.44 | 13.4 |
2022 | -1.94 | -1.09 | 2.42 | -5.7 | 2.78 | -8.32 | 6.18 | -2.29 | -8.46 | 10.77 | 5.66 | -12.27 | -13.9 |
2023 | 4.03 | -4.04 | -1.31 | 2.04 | -3.71 | 6.36 | 3.68 | -2.55 | -3.64 | -2.6 | 6.67 | 2.16 | 6.4 |
2024 | 0.45 | 14.3 |