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 | 3.69 | 3.47 | -0.62 | 0.36 | -2.21 | -5.52 | -0.19 | 5.75 | 1.99 | 5 |
| 2002 | -0.09 | 0.8 | 3.01 | -2.66 | 0.53 | -5.88 | -8.48 | 1.22 | -12.07 | 7.32 | 7.14 | -3.86 | -14 |
| 2003 | -2.29 | -2.88 | 0 | 7.9 | 6.41 | 0.67 | 1.52 | 1.22 | -0.37 | 5.66 | 1.32 | 5.63 | 27 |
| 2004 | 2.82 | 2.02 | -1.82 | -2.74 | 0.66 | 2.55 | -1.44 | 0.57 | 1.05 | 1.2 | 4.75 | 2.88 | 12.9 |
| 2005 | -2.17 | 3.22 | -1.86 | -2.12 | 2.55 | 0.98 | 3.13 | -0.65 | 0.73 | -2.68 | 3.42 | 0.45 | 4.8 |
| 2006 | 3.6 | 0.51 | 1.08 | 2.99 | -2.83 | 0.07 | 2.27 | 1.95 | 2.39 | 3.26 | 1.81 | 2.69 | 21.5 |
| 2007 | 0.65 | -1.75 | 1.45 | 3.97 | 3.63 | -2.42 | -4.71 | 0.97 | 2.83 | -1.13 | -5.57 | -1.44 | -4 |
| 2008 | -4.13 | -5.39 | -0.98 | 4.52 | -1.02 | -11.28 | -1.61 | 0.91 | -8.21 | -17.19 | -7.12 | 2.02 | -41 |
| 2009 | -11.14 | -11.96 | 8.18 | 9.23 | 6.51 | -0.52 | 7.58 | 4.25 | 3.38 | -2.71 | 5.45 | 1.8 | 18.6 |
| 2010 | -3.06 | 3.16 | 6.45 | 2 | -8.48 | -6.51 | 6.97 | -4.97 | 8.25 | 3.65 | -0.83 | 7.51 | 13 |
| 2011 | 1.57 | 4.64 | 0 | 2.68 | -1.44 | -2.19 | -3.64 | -7.16 | -8.76 | 12.23 | -1.02 | 1.33 | -3.3 |
| 2012 | 4.33 | 3.95 | 2.75 | -1.2 | -6.64 | 5.11 | 0.95 | 1.98 | 2.59 | -0.45 | 0 | 1.7 | 15.5 |
| 2013 | 5.63 | 0.77 | 4.18 | 2.29 | 2.64 | -0.94 | 5.12 | -3.6 | 2.64 | 3.78 | 2.92 | 2.25 | 31 |
| 2014 | -3.34 | 4.53 | 1.86 | 0.13 | 1.69 | 2.12 | -1.88 | 3.51 | -1.53 | 2.08 | 2.42 | 0.14 | 12 |
| 2015 | -4.06 | 5.62 | -1 | 1.08 | 1.38 | -1.73 | 0.88 | -6.1 | -3.05 | 7.73 | 0.13 | -2.31 | -2.3 |
| 2016 | -4.89 | -0.59 | 6.06 | 2.02 | 1.03 | 0.54 | 2.83 | 0.52 | -0.78 | -1.25 | 5.38 | 1.71 | 12.8 |
| 2017 | 0.64 | 3.46 | -0.5 | 0.68 | 0.19 | 1.91 | 0.85 | -1.26 | 3.04 | 1.12 | 3.44 | 1.85 | 16.4 |
| 2018 | 4.9 | -5.12 | -2.02 | 0.79 | 0.72 | 0.54 | 4.45 | 1.42 | 0.9 | -5.66 | 2.65 | -9.15 | -6.4 |
| 2019 | 6.76 | 2.74 | 0.7 | 3.91 | -5.83 | 6.71 | 1.57 | -1.07 | 2.59 | 1 | 3.25 | -4.27 | 18.7 |
| 2020 | 3.83 | 3.62 | -0.69 | 4.48 | 11.34 | -17.13 | -9.64 | -2.52 | -3.59 | -1.13 | 13.36 | -4.76 | 1.7 |
| 2021 | -1.44 | 5.86 | 5.75 | 13.66 | 1.81 | -1.13 | 0.25 | 1.74 | -3.13 | 6.1 | -3.94 | -2.77 | 13.5 |
| 2022 | -1.93 | -1.04 | 2.46 | -5.68 | 2.82 | -8.28 | 6.27 | -2.27 | -8.42 | 10.83 | 5.73 | -12.6 | -13.8 |
| 2023 | 4.08 | -4.03 | -1.3 | 2.1 | -3.64 | 6.39 | 3.72 | -2.48 | -3.62 | -2.52 | 6.69 | 1.75 | 6.4 |
| 2024 | 0.5 | 14.8 |