Principal Capital Appreciation Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2007 | 0 | 3.84 | 3.35 | -9.99 | 0 |
| 2008 | -9.76 | -0.35 | -3.94 | -27.66 | -37.51 |
| 2009 | -9.45 | 16.57 | 15.8 | 6.34 | 29.99 |
| 2010 | 5.08 | -11.21 | 9.96 | 12.54 | 15.46 |
| 2011 | 5.58 | -0.32 | -15.02 | 12.13 | 0.29 |
| 2012 | 11.39 | -3.63 | 3.95 | 1.15 | 13.97 |
| 2013 | 10.63 | 3.49 | 5.09 | 10.05 | 32.46 |
| 2014 | 2.53 | 4.96 | -0.27 | 6.89 | 14.71 |
| 2015 | 2.13 | 0.74 | -6.81 | 6.76 | 2.36 |
| 2016 | 0.74 | 1.9 | 3.37 | 2.99 | 9.28 |
| 2017 | 6.02 | 2.6 | 4.46 | 6.15 | 21.06 |
| 2018 | -0.57 | 5.87 | 7 | -12.85 | -3.72 |
| 2019 | 13.38 | 4.22 | 2.76 | -0.39 | 22.26 |
| 2020 | -19.39 | 19.8 | 4.89 | 11.15 | 12.6 |
| 2021 | -4.65 | 19.82 | -8.46 | 11.42 | 16.52 |
| 2022 | -5.93 | -14.98 | -3.41 | 7.5 | -16.95 |
| 2023 | 11.55 | -2.91 | 8.32 | 5.93 | 24.23 |
| 2024 | 12.04 | -3.38 | 0 | 22.15 |