Principal LargeCap Value Fund III
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -2.22 | 4.08 | 3.37 | -0.62 | 0.35 | -2.39 | -5.52 | -0.19 | 5.66 | 1.91 | 0 |
| 2002 | -0.09 | 0.71 | 3.01 | -2.75 | 0.53 | -5.89 | -8.5 | 1.12 | -12.12 | 7.24 | 7.07 | -3.9 | -14.4 |
| 2003 | -2.4 | -2.99 | 0 | 7.92 | 6.32 | 0.58 | 1.53 | 1.13 | -0.37 | 5.69 | 1.23 | 4.97 | 25.5 |
| 2004 | 2.82 | 1.94 | -1.82 | -2.82 | 0.66 | 2.47 | -1.53 | 0.57 | 0.97 | 1.21 | 4.69 | 2.85 | 12.4 |
| 2005 | -2.19 | 3.16 | -1.94 | -2.13 | 2.57 | 0.91 | 3.08 | -0.66 | 0.73 | -2.77 | 3.37 | 0.54 | 4.5 |
| 2006 | 3.46 | 0.51 | 1.01 | 3.01 | -2.85 | 0 | 2.29 | 1.89 | 2.41 | 3.22 | 1.82 | 2.58 | 21 |
| 2007 | 0.72 | -1.83 | 1.46 | 3.87 | 3.66 | -2.43 | -4.74 | 0.98 | 2.79 | -1.14 | -5.62 | -1.47 | -4.2 |
| 2008 | -4.09 | -5.43 | -0.98 | 4.47 | -1.03 | -11.29 | -1.62 | 0.92 | -8.18 | -17.23 | -7.18 | 1.94 | -41.2 |
| 2009 | -11.1 | -12.05 | 8.25 | 9.15 | 6.56 | -0.66 | 7.65 | 4.29 | 3.17 | -2.62 | 5.38 | 1.9 | 18.5 |
| 2010 | -3.19 | 3.19 | 6.5 | 1.55 | -8.46 | -6.57 | 6.91 | -4.91 | 8.21 | 3.58 | -0.84 | 7.53 | 12.3 |
| 2011 | 1.49 | 4.68 | 0 | 2.7 | -1.45 | -2.21 | -3.67 | -7.14 | -8.74 | 12.23 | -1.13 | 1.35 | -3.5 |
| 2012 | 4.37 | 3.88 | 2.78 | -1.21 | -6.7 | 5.16 | 0.87 | 2 | 2.62 | -0.55 | 0.09 | 1.7 | 15.4 |
| 2013 | 5.5 | 0.87 | 4.14 | 2.32 | 2.67 | -0.95 | 5.09 | -3.56 | 2.51 | 3.83 | 2.95 | 2.26 | 31 |
| 2014 | -3.37 | 4.51 | 1.81 | 0.21 | 1.7 | 2.08 | -1.84 | 3.48 | -1.55 | 2.1 | 2.38 | 0.18 | 12 |
| 2015 | -4.04 | 5.54 | -0.95 | 1.02 | 1.39 | -1.68 | 0.89 | -6.1 | -3.08 | 7.67 | 0.19 | -2.29 | -2.2 |
| 2016 | -4.95 | -0.6 | 6.06 | 2.12 | 1.04 | 0.55 | 2.79 | 0.53 | -0.72 | -1.33 | 5.38 | 1.71 | 12.8 |
| 2017 | 0.72 | 3.44 | -0.44 | 0.63 | 0.25 | 1.87 | 0.92 | -1.28 | 3.02 | 1.13 | 3.43 | 1.84 | 16.6 |
| 2018 | 4.96 | -5.13 | -1.98 | 0.74 | 0.73 | 0.54 | 4.44 | 1.44 | 0.91 | -5.67 | 2.68 | -9.15 | -6.3 |
| 2019 | 6.79 | 2.72 | 0.71 | 3.91 | -5.79 | 6.67 | 1.59 | -1.09 | 2.62 | 0.95 | 3.24 | -4.39 | 18.5 |
| 2020 | 3.82 | 3.61 | -0.7 | 4.55 | 11.27 | -17.13 | -9.61 | -2.51 | -3.69 | -1.15 | 13.36 | 3.74 | 1.6 |
| 2021 | -9.72 | 5.84 | 15.65 | 4.2 | 1.84 | -1.15 | 0.3 | 1.72 | -3.13 | 6.1 | -3.91 | -3.02 | 13.3 |
| 2022 | -1.92 | -1 | 2.46 | -5.68 | 2.87 | -8.27 | 6.21 | -2.26 | -8.4 | 10.9 | 5.66 | -12.87 | -14.1 |
| 2023 | 4.1 | -4 | -1.27 | 2.08 | -3.65 | 6.4 | 3.74 | -2.48 | -3.58 | -2.57 | 6.76 | 1.55 | 6.4 |
| 2024 | 0.51 | 14.9 |