Principal Funds

  • Principal Capital Appreciation Fund

Principal Capital Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2002 -6.6 8.2 6.4 -7.9 -3.7 -10.6 -4.7 -3.8 -3.4 5.3 0 0 0
2003 3.3 2.1 8.1 -1.4 4.5 3.6 2 9.8 7.4 -1.4 -1.2 -1.7 40.1
2004 4 5.3 1.6 3.1 -0.5 -5.2 3.8 1.6 -3.5 -1 0.7 2.2 12.3
2005 -1 5.6 -1.3 0.6 -0.1 5.2 1.4 4.7 -3.9 -2 2.1 -3.9 7.2
2006 0.5 2.6 3.2 1.9 1.6 -2.3 0.6 -3.7 -0.3 2.5 0.1 4 10.9
2007 0.3 -5 3.7 4.3 1.6 -1.7 -1.9 3 2.6 0.1 -1.3 2.2 7.6
2008 2.1 -7.5 -18.3 -6.2 2.2 -0.1 -7.8 2.9 4.6 0.2 -3.5 -7 -34.1
2009 3.8 4.4 -2.2 4.3 2.5 7.9 0.7 3.1 11.9 8.8 -9.3 -8.6 28
2010 7.2 0.5 4.1 8.7 -5 6.2 -6.3 -7.7 2.1 6.5 2.9 -4.4 13.8
2011 1 0.2 10.4 -7.6 -5.8 -2.6 -1.6 -1.5 2.5 0.2 3.8 1.2 -1
2012 1.3 1 -1.3 2.3 1.9 -0.4 3.9 -6.4 -0.7 2.6 3.4 4.7 0
2013 2.6 2.5 4.8 3.9 -3.1 4.7 -1.5 2.5 1.6 3.5 0.7 5.8 31.4
2014 -0 2.6 2.7 -2.1 3.5 -1.9 2.2 2.1 0.3 1.2 4.7 -3.9 11.4
2015 -2.4 1.2 7.7 -2.2 -6.6 1.7 -1.1 1.1 0.5 -1.2 5.6 -2.4 1.2
2016 2.1 3.5 -2.8 -0.3 -0.2 3.6 0.1 2.1 -0.6 6.4 -0.6 -5 8
2017 0.8 3.2 2.2 2 0 2.1 0 0.8 1.5 -0.2 3.7 2.1 19.7
2018 -9.6 2.8 -6.7 0.3 2.9 3.6 0.6 2.6 -0.1 -2.4 -3.3 5.1 -5.2
2019 -8.7 2.9 2 1.5 -1.7 2.6 6.4 -5.8 4.7 1.8 3.3 7.5 16.6
2020 -10.5 9.7 -2.5 -10.5 6.4 7.3 1.8 5.5 11.3 -11.8 -8.8 -0.1 8.7
2021 -10.6 -0.5 7.6 -5.1 2.7 2.7 2.9 0.6 22.1 3.5 2.2 -1.6 8.8
2022 -6.1 6.3 8 -8.2 -3.5 8.7 -7.5 0.5 -8.9 3.8 -4 -5.9 -17.4
2023 0 0 0 0 0 0 0 0.4 1.7 3.3 -3 5.4 7.8
2024 0 0 0 0 0 0 0 0 0 0 0 0 0