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 | -1.01 | -2.13 | 3.78 | 3.46 | -0.7 | 0.44 | -2.3 | -5.42 | -0.19 | 5.75 | 1.92 | 5.1 |
| 2002 | 0 | 0.8 | 3.09 | -2.74 | 0.53 | -5.79 | -8.47 | 1.22 | -11.96 | 7.31 | 7.13 | -3.75 | -13.6 |
| 2003 | -2.29 | -2.87 | 0 | 7.89 | 6.4 | 0.67 | 1.52 | 1.21 | -0.28 | 5.74 | 1.23 | 5.67 | 27.1 |
| 2004 | 2.9 | 2.01 | -1.81 | -2.73 | 0.66 | 2.54 | -1.44 | 0.65 | 1.05 | 1.2 | 4.73 | 2.87 | 13.1 |
| 2005 | -2.17 | 3.28 | -1.85 | -2.11 | 2.54 | 0.98 | 3.12 | -0.65 | 0.8 | -2.74 | 3.48 | 0.5 | 5 |
| 2006 | 3.58 | 0.5 | 1.08 | 3.05 | -2.82 | 0.07 | 2.26 | 1.94 | 2.44 | 3.25 | 1.86 | 2.66 | 21.6 |
| 2007 | 0.65 | -1.75 | 1.51 | 3.89 | 3.68 | -2.41 | -4.69 | 0.97 | 2.82 | -1.06 | -5.6 | -1.45 | -3.9 |
| 2008 | -4.04 | -5.44 | -0.89 | 4.42 | -0.94 | -11.3 | -1.6 | 1 | -8.16 | -17.29 | -7.08 | 2 | -41 |
| 2009 | -11.1 | -11.91 | 8.14 | 9.19 | 6.62 | -0.52 | 7.54 | 4.35 | 3.24 | -2.58 | 5.41 | 1.81 | 18.8 |
| 2010 | -3.05 | 3.25 | 6.41 | 1.92 | -8.45 | -6.37 | 6.81 | -4.84 | 8.2 | 3.63 | -0.72 | 7.4 | 13.1 |
| 2011 | 1.56 | 4.72 | 0 | 2.76 | -1.52 | -2.09 | -3.71 | -7.13 | -8.71 | 12.16 | -1.01 | 1.38 | -3.2 |
| 2012 | 4.3 | 4.02 | 2.74 | -1.19 | -6.6 | 5.07 | 0.95 | 1.97 | 2.67 | -0.45 | 0 | 1.76 | 15.7 |
| 2013 | 5.52 | 0.86 | 4.25 | 2.28 | 2.63 | -0.93 | 5.09 | -3.58 | 2.63 | 3.77 | 2.98 | 2.25 | 31.1 |
| 2014 | -3.32 | 4.5 | 1.85 | 0.2 | 1.68 | 2.11 | -1.81 | 3.48 | -1.53 | 2.06 | 2.47 | 0.13 | 12.2 |
| 2015 | -4.04 | 5.65 | -0.99 | 1 | 1.43 | -1.72 | 0.94 | -6.12 | -3.03 | 7.67 | 0.19 | -2.29 | -2.1 |
| 2016 | -4.93 | -0.58 | 6.1 | 2.08 | 1.02 | 0.54 | 2.87 | 0.52 | -0.78 | -1.3 | 5.41 | 1.73 | 12.9 |
| 2017 | 0.7 | 3.44 | -0.49 | 0.68 | 0.25 | 1.9 | 0.9 | -1.25 | 3.02 | 1.11 | 3.48 | 1.85 | 16.6 |
| 2018 | 4.92 | -5.08 | -2 | 0.78 | 0.71 | 0.53 | 4.47 | 1.41 | 0.94 | -5.67 | 2.62 | -9.12 | -6.3 |
| 2019 | 6.78 | 2.78 | 0.69 | 3.88 | -5.78 | 6.65 | 1.62 | -1.06 | 2.62 | 0.99 | 3.28 | -4.35 | 18.7 |
| 2020 | 3.86 | 3.66 | -0.75 | 4.51 | 11.32 | -17.12 | -9.62 | -2.5 | -3.7 | -1.11 | 13.3 | -4.7 | 1.6 |
| 2021 | -1.37 | 5.81 | 15.32 | 4.25 | 1.79 | -1.12 | 0.3 | 1.72 | -3.15 | 6.1 | -3.91 | -2.7 | 13.7 |
| 2022 | -1.92 | -1.03 | 2.49 | -5.67 | 2.85 | -8.3 | 6.26 | -2.25 | -8.39 | 10.83 | 5.72 | -12.61 | -13.8 |
| 2023 | 4.09 | -3.99 | -1.29 | 2.13 | -3.65 | 6.38 | 3.74 | -2.51 | -3.58 | -2.5 | 6.73 | 1.62 | 6.5 |
| 2024 | 0.49 | 15 |