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
2010 7.3 0.5 4.2 8.7 -5 6.2 -6.2 -7.6 2.2 0 0 0 0
2011 1 -0.2 10.9 -7.6 -5.8 -2.6 -1.6 -1.5 2.6 0.2 3.8 1.2 -0.6
2012 1.3 1.1 -1.3 2.3 1.9 -0.4 4 -6.3 -0.6 2.6 3.5 4.7 13
2013 2.2 2.5 4.8 3.9 -3 4.7 -1.5 2.5 1.6 3.5 0.8 5.9 31.3
2014 0.4 2.6 2.7 -2.1 3.6 -1.9 2.2 2.1 0.3 1.2 4.7 -3.4 12.7
2015 -2.3 1.2 7.7 -2.2 -6.6 1.7 -1.1 1.1 0.5 -1.1 5.6 -2.4 1.5
2016 2.1 3.6 -2.8 -0.3 -0.2 3.7 0.1 2.1 -0.5 6.4 -0.6 -5 8.3
2017 0.8 3.2 2.2 2 0.1 2.1 0 0.8 1.5 -0.1 3.8 2.1 0
2018 -9.3 2.8 -6.7 0.4 3 3.6 0.6 2.7 -0.1 -2.4 -3.3 5.2 -4.6
2019 -4.8 2.9 2 1.6 -1.7 2.7 6.5 -5.7 4.7 1.8 3.3 7.6 21.9
2020 -5.1 9.7 -2.5 -7.7 6.4 7.3 1.8 5.5 11.3 -11.8 -8.8 -0.1 12.4
2021 -5.1 -0.5 7.6 -5.1 2.8 2.7 2.9 0.7 15 3.6 2.3 -1.5 15.9
2022 -5.9 6.4 8 -8.2 -3.5 8.7 -7.4 0.6 -8.9 3.9 -4 -5.9 -17
2023 4.8 8.9 -1.6 -4.3 -1.9 3.2 6.3 -0.1 1.7 3.3 -3 5.5 24.2
2024 -2.3 3.5 5.7 2.2 0 0 0 0 0 0 0 0 7.2