Principal LargeCap Value Fund III
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2001 | 1.87 | -1.19 | -2.04 | 3.69 | 3.56 | -0.62 | 0.35 | -2.21 | -5.42 | -0.19 | 5.74 | 2 | 5.1 |
| 2002 | 0 | 0.8 | 3.1 | -2.75 | 0.62 | -5.88 | -8.39 | 1.22 | -12.06 | 7.31 | 7.24 | -4.77 | -14.5 |
| 2003 | -2.29 | -2.88 | 0.11 | 7.9 | 6.41 | 0.67 | 1.61 | 1.21 | -0.28 | 5.74 | 1.31 | 4.15 | 25.7 |
| 2004 | 2.9 | 2.02 | -1.82 | -2.66 | 0.74 | 2.46 | -1.36 | 0.57 | 1.13 | 1.2 | 4.74 | 2.9 | 13.3 |
| 2005 | -2.09 | 3.29 | -1.85 | -2.03 | 2.62 | 0.97 | 3.12 | -0.58 | 0.8 | -2.73 | 3.47 | 0.53 | 5.3 |
| 2006 | 3.58 | 0.58 | 1.07 | 3.05 | -2.82 | 0.07 | 2.4 | 1.93 | 2.44 | 3.24 | 1.86 | 2.73 | 21.9 |
| 2007 | 0.72 | -1.74 | 1.51 | 3.95 | 3.68 | -2.34 | -4.74 | 1.03 | 2.81 | -1.06 | -5.53 | -1.48 | -3.7 |
| 2008 | -4.04 | -5.36 | -0.97 | 4.58 | -1.02 | -11.22 | -1.6 | 0.99 | -8.15 | -17.25 | -7.07 | 2.04 | -40.8 |
| 2009 | -11.13 | -11.94 | 8.33 | 9.2 | 6.63 | -0.52 | 7.55 | 4.36 | 3.25 | -2.58 | 5.42 | 1.9 | 19.1 |
| 2010 | -3.06 | 3.27 | 6.54 | 1.54 | -8.37 | -6.49 | 6.94 | -4.84 | 8.21 | 3.63 | -0.72 | 7.5 | 13 |
| 2011 | 1.57 | 4.73 | 0 | 2.76 | -1.43 | -2.18 | -3.63 | -7.14 | -8.63 | 12.17 | -1.01 | 1.47 | -2.9 |
| 2012 | 4.32 | 3.94 | 2.85 | -1.2 | -6.63 | 5.1 | 1.05 | 1.98 | 2.68 | -0.45 | 0 | 1.75 | 15.9 |
| 2013 | 5.64 | 0.86 | 4.18 | 2.38 | 2.64 | -0.86 | 5.11 | -3.59 | 2.64 | 3.85 | 2.91 | 2.35 | 31.6 |
| 2014 | -3.34 | 4.53 | 1.86 | 0.2 | 1.75 | 2.12 | -1.82 | 3.5 | -1.53 | 2.14 | 2.41 | 0.25 | 12.5 |
| 2015 | -4.06 | 5.69 | -1 | 1.07 | 1.44 | -1.66 | 0.88 | -6.09 | -2.98 | 7.71 | 0.19 | -2.26 | -1.9 |
| 2016 | -4.9 | -0.59 | 6.14 | 2.09 | 1.02 | 0.61 | 2.82 | 0.59 | -0.78 | -1.24 | 5.44 | 1.72 | 13.2 |
| 2017 | 0.71 | 3.46 | -0.43 | 0.69 | 0.25 | 1.91 | 0.97 | -1.26 | 3.04 | 1.18 | 3.44 | 1.87 | 16.9 |
| 2018 | 4.96 | -5.06 | -1.96 | 0.79 | 0.72 | 0.6 | 4.44 | 1.47 | 0.95 | -5.65 | 2.7 | -9.12 | -6 |
| 2019 | 6.76 | 2.81 | 0.7 | 3.91 | -5.77 | 6.7 | 1.63 | -1.01 | 2.64 | 0.99 | 3.24 | -4.54 | 18.7 |
| 2020 | 3.83 | 3.69 | -0.69 | 4.55 | 11.25 | -17.07 | -9.58 | -2.53 | -3.92 | -1.06 | 13.32 | -5.1 | 1.6 |
| 2021 | -1.33 | 5.81 | 5.86 | 14.07 | 1.81 | -1.08 | 0.3 | 1.74 | -3.07 | 6.09 | -3.89 | -3.06 | 13.5 |
| 2022 | -1.88 | -1.04 | 2.52 | -5.63 | 2.82 | -8.23 | 6.26 | -2.22 | -8.41 | 10.87 | 5.72 | -12.88 | -13.9 |
| 2023 | 4.08 | -3.98 | -1.24 | 2.16 | -3.64 | 6.39 | 3.78 | -2.48 | -3.56 | -2.52 | 6.73 | 1.41 | 6.5 |
| 2024 | 0.5 | 15.3 |