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 | -1.1 | -2.13 | 3.69 | 3.47 | -0.71 | 0.44 | -2.3 | -5.53 | -0.19 | 5.67 | 2 | 4.8 |
| 2002 | -0.09 | 0.8 | 3.01 | -2.75 | 0.53 | -5.89 | -8.5 | 1.22 | -12.1 | 9.75 | 7.11 | -3.78 | -12.1 |
| 2003 | -2.34 | -2.92 | 0 | 7.95 | 6.37 | 0.65 | 1.49 | 1.19 | -0.36 | 5.72 | 1.29 | 5.57 | 26.8 |
| 2004 | 2.92 | 1.97 | -1.85 | -2.75 | 0.65 | 2.49 | -1.41 | 0.56 | 1.03 | 1.17 | 4.64 | 2.87 | 12.7 |
| 2005 | -2.13 | 3.15 | -1.89 | -2.07 | 2.5 | 0.96 | 3.14 | -0.71 | 0.79 | -2.76 | 3.42 | 0.47 | 4.7 |
| 2006 | 3.51 | 0.57 | 0.98 | 3.06 | -2.91 | 0.07 | 2.29 | 1.9 | 2.4 | 3.19 | 1.83 | 2.6 | 21.2 |
| 2007 | 0.7 | -1.77 | 1.42 | 3.94 | 3.61 | -2.42 | -4.72 | 0.95 | 2.83 | -1.16 | -5.57 | -1.46 | -4.1 |
| 2008 | -4.17 | -5.4 | -0.95 | 4.48 | -1.07 | -11.23 | -1.66 | 0.89 | -8.18 | -17.24 | -7.06 | 1.89 | -41.2 |
| 2009 | -11.21 | -11.92 | 8.28 | 9.12 | 6.6 | -0.63 | 7.51 | 4.38 | 3.29 | -2.74 | 5.42 | 1.85 | 18.5 |
| 2010 | -3.18 | 3.29 | 6.36 | 1.88 | -8.44 | -6.54 | 6.88 | -4.94 | 8.24 | 3.65 | -0.8 | 7.38 | 12.6 |
| 2011 | 1.52 | 4.68 | 0 | 2.68 | -1.48 | -2.21 | -3.71 | -7.14 | -8.7 | 12.18 | -1.09 | 1.38 | -3.4 |
| 2012 | 4.28 | 3.91 | 2.75 | -1.25 | -6.61 | 5.04 | 0.92 | 1.92 | 2.6 | -0.44 | 0 | 1.74 | 15.3 |
| 2013 | 5.52 | 0.75 | 4.2 | 2.29 | 2.63 | -0.98 | 5.1 | -3.55 | 2.55 | 3.81 | 2.89 | 2.22 | 30.7 |
| 2014 | -3.36 | 4.44 | 1.86 | 0.2 | 1.63 | 2.05 | -1.82 | 3.45 | -1.55 | 2.01 | 2.46 | 0.09 | 11.8 |
| 2015 | -4.04 | 5.62 | -1.03 | 0.98 | 1.39 | -1.73 | 0.91 | -6.13 | -3.07 | 7.67 | 0.12 | -2.31 | -2.4 |
| 2016 | -4.91 | -0.64 | 6.05 | 2.01 | 1.05 | 0.52 | 2.85 | 0.44 | -0.75 | -1.33 | 5.38 | 1.67 | 12.6 |
| 2017 | 0.68 | 3.45 | -0.54 | 0.66 | 0.18 | 1.9 | 0.87 | -1.27 | 2.98 | 1.14 | 3.43 | 1.8 | 16.3 |
| 2018 | 4.92 | -5.17 | -1.99 | 0.75 | 0.69 | 0.51 | 4.43 | 1.42 | 0.86 | -5.69 | 2.65 | -9.12 | -6.6 |
| 2019 | 6.7 | 2.73 | 0.67 | 3.91 | -5.84 | 6.7 | 1.55 | -1.08 | 2.58 | 0.95 | 3.27 | -3.86 | 19 |
| 2020 | 3.77 | 3.64 | -0.72 | 4.46 | 11.31 | -17.15 | -9.61 | -2.56 | -3.31 | -1.2 | 13.33 | -4.18 | 1.7 |
| 2021 | -1.43 | 5.78 | 5.77 | 12.95 | 1.76 | -1.12 | 0.24 | 1.7 | -3.16 | 6.09 | -3.93 | -2.16 | 14 |
| 2022 | -1.97 | -1.03 | 2.43 | -5.71 | 2.82 | -8.28 | 6.2 | -2.25 | -8.44 | 10.82 | 5.68 | -11.97 | -13.4 |
| 2023 | 4.05 | -4 | -1.28 | 2.08 | -3.7 | 6.41 | 3.71 | -2.54 | -3.62 | -2.54 | 6.69 | 2.07 | 6.7 |
| 2024 | 0.47 | 14.6 |