Principal Funds

  • Principal LargeCap Value Fund III

Principal LargeCap Value Fund III

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 2 4.5 0 0 0 0 0 0 0 0 0 0 0
2005 -3.2 3.4 -2.8 0.7 -0.7 3.1 1 2.5 -2.2 -1.9 3.1 -2.2 0.5
2006 2.6 1.8 3.2 2.3 1.9 2.3 0.1 -2.9 3 1 0.5 3.5 20.8
2007 -1.6 -5.6 -1.2 2.8 1 -4.8 -2.4 3.6 3.9 1.5 -1.8 0.7 -4.5
2008 1.9 -7.1 -17.2 -8.2 0.9 -1.7 -11.3 -1 4.4 -1.1 -5.4 -4.1 -41.3
2009 1.9 5.3 -2.7 3.3 4.3 7.5 -0.7 6.7 9.1 8.2 -11.9 -11.1 0
2010 7.4 -0.8 3.6 8.1 -4.9 6.9 -6.5 -8.5 1.5 6.3 3.3 -3.2 0
2011 1.4 -1.1 12.1 -8.8 -7.2 -3.7 -2.2 -1.5 2.7 0 4.6 1.5 -3.8
2012 1.7 0 -0.5 2.6 1.9 1 5 -6.6 -1.3 2.8 3.9 4.2 15
2013 1.8 2.8 3.8 2.6 -3.6 5 -1 2.6 2.2 4.2 0.8 5.5 29.8
2014 1 2.4 2 -1.6 3.5 -1.9 2.1 1.6 0.1 1.8 4.5 -3 12.9
2015 -2.4 0.1 7.6 -3.1 -6.2 0.9 -1.7 1.3 1 -1.1 5.6 -4.1 -2.7
2016 1.7 5.3 -1.3 -0.9 0.5 2.8 0.5 1 2 6.1 -0.7 -5 12.2
2017 1.8 3.4 1.1 3 -1.3 0.9 1.9 0.2 0.6 -0.6 3.4 0.7 15.8
2018 -9.2 2.7 -5.7 0.8 1.4 4.4 0.5 0.7 0.7 -2.1 -5.1 4.9 -6.8
2019 -3.8 3.3 0.9 2.5 -1.1 1.5 6.7 -5.9 3.9 0.6 2.8 6.7 18.8
2020 3.7 13.3 -1.1 -3.2 3.9 3.6 -0.8 4.5 11.2 -17.2 -9.7 -2.6 1.6
2021 -2.4 -4 6 -3.1 1.7 0.3 -1.2 1.8 4.1 14.9 5.8 -9.2 13.4
2022 -12.3 5.7 10.8 -8.5 -2.3 6.2 -8.3 2.8 -5.7 2.4 -1.1 -1.9 -13.9
2023 2.2 6.7 -2.6 -3.6 -2.6 3.7 6.4 -3.7 2 -1.3 -4 4 6.4
2024 -4.8 4.6 3.3 0.5 0 0 0 0 0 0 0 0 3.3