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
2000 0 0 0 0 0 0 0 0 0 0 0 0 0
2001 2 5.7 -0.2 -5.4 -2.2 0.4 -0.6 3.6 3.7 -2 -1.2 1.9 5.1
2002 -4.8 7.2 7.3 -12.1 1.2 -8.4 -5.9 0.6 -2.8 3.1 0.8 0 -14.5
2003 4.2 1.3 5.7 -0.3 1.2 1.6 0.7 6.4 7.9 0.1 -2.9 -2.3 25.7
2004 2.9 4.7 1.2 1.1 0.6 -1.4 2.5 0.7 -2.7 -1.8 2 2.9 13.3
2005 0.5 3.5 -2.7 0.8 -0.6 3.1 1 2.6 -2 -1.9 3.3 -2.1 5.3
2006 2.7 1.9 3.2 2.4 1.9 2.4 0.1 -2.8 3.1 1.1 0.6 3.6 21.9
2007 -1.5 -5.5 -1.1 2.8 1 -4.7 -2.3 3.7 4 1.5 -1.7 0.7 -3.7
2008 2 -7.1 -17.3 -8.2 1 -1.6 -11.2 -1 4.6 -1 -5.4 -4 -40.8
2009 1.9 5.4 -2.6 3.3 4.4 7.6 -0.5 6.6 9.2 8.3 -11.9 -11.1 19.1
2010 7.5 -0.7 3.6 8.2 -4.8 6.9 -6.5 -8.4 1.5 6.5 3.3 -3.1 13
2011 1.5 -1 12.2 -8.6 -7.1 -3.6 -2.2 -1.4 2.8 0 4.7 1.6 -2.9
2012 1.8 0 -0.5 2.7 2 1.1 5.1 -6.6 -1.2 2.9 3.9 4.3 15.9
2013 2.4 2.9 3.9 2.6 -3.6 5.1 -0.9 2.6 2.4 4.2 0.9 5.6 31.6
2014 0.3 2.4 2.1 -1.5 3.5 -1.8 2.1 1.8 0.2 1.9 4.5 -3.3 12.4
2015 -2.3 0.2 7.7 -3 -6.1 0.9 -1.7 1.4 1.1 -1 5.7 -4.1 -1.9
2016 1.7 5.4 -1.2 -0.8 0.6 2.8 0.6 1 2.1 6.1 -0.6 -4.9 13.2
2017 1.9 3.4 1.2 3 -1.3 1 1.9 0.3 0.7 -0.4 3.5 0.7 16.9
2018 -9.1 2.7 -5.7 1 1.5 4.4 0.6 0.7 0.8 -2 -5.1 5 -6
2019 -4.5 3.2 1 2.6 -1 1.6 6.7 -5.8 3.9 0.7 2.8 6.8 18.7
2020 -5.1 13.3 -1.1 -3.9 3.8 3.7 -0.7 4.6 11.3 -17.1 -9.6 -2.5 1.6
2021 -3.1 -3.9 6.1 -3.1 1.7 0.3 -1.1 1.8 14.1 5.9 5.8 -1.3 13.5
2022 -12.9 5.7 10.9 -8.4 -2.2 6.3 -8.2 2.8 -5.6 2.5 -1 -1.9 -13.9
2023 1.4 6.7 -2.5 -3.6 -2.5 3.8 6.4 -3.6 2.2 -1.2 -4 4.1 6.4
2024 -3.8 4.7 3.4 0.5 0 0 0 0 0 0 0 0 4.6