Principal Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | -1.23 | 0.18 | 2.71 | 3.08 | -1.79 | -1.57 | 1.77 | 4.36 | 3.81 | -4.89 | -7.25 | 0 |
| 2008 | -6.93 | -3.39 | 0.35 | 4.73 | 3.03 | -7.65 | 0 | 2.27 | -6.07 | -18.19 | -7.42 | -4.48 | -37.5 |
| 2009 | -8.47 | -9.17 | 8.92 | 12.08 | 3.19 | 0.8 | 8.02 | 2.65 | 4.44 | -2.11 | 4.49 | 3.96 | 30 |
| 2010 | -4.26 | 2.99 | 6.56 | 2.37 | -7.58 | -6.15 | 6.28 | -4.9 | 8.8 | 4.24 | 0.56 | 7.37 | 15.5 |
| 2011 | 1.31 | 3.91 | 0.29 | 2.63 | -1.42 | -1.47 | -2.54 | -5.69 | -7.55 | 11.03 | -0.13 | 1.12 | 0.3 |
| 2012 | 4.8 | 3.51 | 2.69 | -0.52 | -6.25 | 4.04 | -0.34 | 1.97 | 2.41 | -1.21 | 1.13 | 1.41 | 14 |
| 2013 | 5.94 | 0.81 | 3.59 | 1.71 | 2.61 | -1.42 | 4.77 | -2.96 | 4.01 | 4.9 | 2.63 | 2.22 | 32.5 |
| 2014 | -3.36 | 4.8 | 1.24 | 0.4 | 2.19 | 2.3 | -1.79 | 3.62 | -2.01 | 2.74 | 2.66 | 1.34 | 14.7 |
| 2015 | -2.3 | 5.66 | -1.06 | 0.57 | 1.17 | -0.99 | 1.79 | -6.49 | -2.09 | 7.81 | 1.31 | -2.25 | 2.4 |
| 2016 | -4.93 | -0.48 | 6.48 | -0.46 | 2.23 | 0.14 | 3.73 | -0.13 | -0.22 | -2.72 | 3.62 | 2.17 | 9.3 |
| 2017 | 2.17 | 3.84 | -0.07 | 1.59 | 0.9 | 0.1 | 2.17 | 0.13 | 2.11 | 2.25 | 3.27 | 0.89 | 21.1 |
| 2018 | 5.24 | -3.25 | -2.35 | -0.03 | 2.73 | 0.7 | 3.7 | 3.04 | 0.44 | -6.63 | 2.91 | -9.2 | -3.7 |
| 2019 | 7.65 | 3.4 | 1.86 | 4.82 | -5.65 | 6.53 | 2.72 | -1.57 | 1.63 | 2.14 | 2.94 | -5.26 | 22.3 |
| 2020 | 6.49 | 7.38 | 1.87 | 5.61 | 11.36 | -11.69 | -8.7 | -0.02 | -8.27 | -2.38 | 9.76 | 3.74 | 12.6 |
| 2021 | -9.48 | 1.63 | 3.66 | 15.49 | 0.73 | 2.99 | 2.79 | 2.84 | -4.99 | 7.69 | -0.42 | -5.3 | 16.5 |
| 2022 | -5.81 | -3.9 | 3.93 | -8.79 | 0.63 | -7.37 | 8.76 | -3.36 | -8.1 | 8.12 | 6.43 | -6.58 | -17 |
| 2023 | 5.55 | -2.94 | 3.4 | 1.77 | 0 | 6.44 | 3.32 | -1.86 | -4.25 | -1.57 | 8.98 | 3.96 | 24.2 |
| 2024 | 2.27 | 22.2 |