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 8.8 -4.9 6.2 -6.2 -7.6 2.3 0 0 0 0
2011 1.1 -0.2 11 -7.6 -5.8 -2.6 -1.5 -1.5 2.6 0.3 3.9 1.2 -0.3
2012 1.4 1.1 -1.3 2.3 1.9 -0.4 4 -6.3 -0.6 2.6 3.5 4.8 13.4
2013 2.2 2.6 4.9 4 -3 4.7 -1.5 2.6 1.7 3.5 0.8 5.9 31.7
2014 0.8 2.6 2.7 -2.1 3.6 -1.8 2.3 2.1 0.4 1.2 4.8 -3.4 13.5
2015 -2.3 1.3 7.8 -2.1 -6.5 1.7 -1 1.1 0.5 -1.1 5.6 -2.4 1.8
2016 2.1 3.6 -2.8 -0.3 -0.2 3.7 0.1 2.2 -0.5 6.4 -0.5 -5 8.7
2017 0.9 3.2 2.2 2.1 0.1 2.1 0.1 0.8 1.6 -0.1 3.8 2.1 20.4
2018 -9.3 2.9 -6.7 0.4 3 3.6 0.7 2.7 -0.1 -2.4 -3.3 5.2 -4.3
2019 -5 2.9 2.1 1.6 -1.6 2.7 6.5 -5.7 4.8 1.8 3.4 7.6 22
2020 -5.1 9.7 -2.4 -8 6.5 7.3 1.8 5.6 11.3 -11.7 -8.8 -0 12.3
2021 -5.3 -0.5 7.6 -5 2.8 2.8 2.9 0.7 15.3 3.6 2 -1.5 16
2022 -6.1 6.4 8.1 -8.2 -3.4 8.7 -7.4 0.6 -8.8 3.9 -4 -5.9 -16.9
2023 4.3 9 -1.6 -4.3 -1.9 3.3 6.4 -0.1 1.8 3.3 -3 5.5 24
2024 -3.5 3.5 5.7 2.2 0 0 0 0 0 0 0 0 9.4