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
1996 2.5 6.9 -0.2 2.9 6.3 -6.8 0 0 0 0 0 0 0
1997 -1.9 2.5 -5.2 8.3 -1.4 6.8 4.6 10.6 3.5 -3.9 -0.2 6.3 32.7
1998 13.4 14.8 11.6 10.2 -20.2 -6.7 -2 -5.4 0.5 1.5 9 0.2 23
1999 13.4 4 5.4 -3.6 0.3 -0.8 9 4.8 6 2.8 -6.5 2.8 42.5
2000 10.3 -8.7 -5.5 -6.9 8.7 -0.3 9.4 -3.8 -7 2.6 15.1 -0.7 10.2
2001 2.8 8 6.5 -17.6 -2.2 -7.2 9.1 7.9 10.4 -5.3 -9.7 8.4 6.4
2002 -6.6 8.5 6.5 -7.8 -3.6 -10.5 -4.6 -3.5 -3.2 5.4 -2.2 -1.1 -22.1
2003 3.4 2.1 8.1 -1.3 4.6 3.7 2.1 9.9 7.4 -1.3 -0.9 -1.4 41.8
2004 4.1 5.4 1.7 3.1 -0.4 -5.2 3.9 1.7 -3.4 -0.9 0.8 2.3 13.2
2005 -0.9 5.7 -1.3 0.6 0 5.2 1.5 4.8 -3.8 -1.9 2.2 -3.8 8.1
2006 0.6 2.7 3.3 1.9 1.7 -2.2 0.7 -3.7 -0.3 2.6 0.2 4.1 11.8
2007 0.3 -4.9 3.8 4.3 1.7 -1.6 -1.8 3.1 2.7 0.2 -1.3 2.3 8.6
2008 2.1 -7.5 -18.2 -6.1 2.2 -0 -7.7 3 4.7 0.3 -3.4 -7 -33.5
2009 3.9 4.5 -2.1 4.4 2.6 8 0.8 3.1 12 8.9 -9.2 -8.5 29.4
2010 7.3 0.5 4.2 8.8 -4.9 6.3 -6.2 -7.6 2.2 6.5 2.9 -4.3 14.8
2011 1.1 -0.1 11 -7.6 -5.7 -2.6 -1.5 -1.5 2.6 0.3 3.9 1.3 -0.1
2012 1.4 1.1 -1.3 2.4 2 -0.4 4 -6.3 -0.6 2.6 3.5 4.8 13.4
2013 2.6 2.6 4.9 4 -3 4.7 -1.4 2.6 1.7 3.5 0.8 5.9 32.5
2014 0 2.6 2.7 -2 3.6 -1.8 2.3 2.2 0.4 1.2 4.8 -3.8 12.4
2015 -2.3 1.3 7.8 -2.1 -6.5 1.7 -1 1.1 0.6 -1.1 5.6 -2.3 2
2016 2.1 3.6 -2.7 -0.3 -0.2 3.7 0.1 2.2 -0.5 6.4 -0.5 -5 8.9
2017 0.9 3.2 2.2 2.1 0.1 2.1 0.1 0.9 1.6 -0.1 3.8 2.1 20.6
2018 -9.3 2.9 -6.7 0.4 3 3.7 0.7 2.7 -0.1 -2.4 -3.3 5.2 -4.1
2019 -5.2 2.9 2.1 1.6 -1.6 2.7 6.5 -5.7 4.8 1.8 3.4 7.6 21.9
2020 -5.1 9.7 -2.4 -8.2 6.5 7.3 1.8 5.6 11.3 -11.7 -8.7 -0 12.3
2021 -5.4 -0.4 7.7 -5 2.8 2.8 3 0.7 15.5 3.6 1.9 -1.5 16.1
2022 -6.3 6.4 8.1 -8.1 -3.4 8.7 -7.4 0.6 -8.8 3.9 -4 -5.8 -16.9
2023 4.2 9 -1.6 -4.3 -1.9 3.3 6.4 -0 1.8 3.4 -3 5.5 24.1
2024 -1.5 3.6 5.8 2.3 0 0 0 0 0 0 0 0 10.3