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
2001 1.9 5.7 -0.2 -5.5 -2.4 0.4 -0.6 3.4 4.1 -2.2 0 0 0
2002 -3.9 7.1 7.2 -12.1 1.1 -8.5 -5.9 0.5 -2.8 3 0.7 -0.1 -14.4
2003 5 1.2 5.7 -0.4 1.1 1.5 0.6 6.3 7.9 0 -3 -2.4 25.5
2004 2.9 4.7 1.2 1 0.6 -1.5 2.5 0.7 -2.8 -1.8 1.9 2.8 12.4
2005 0.5 3.4 -2.8 0.7 -0.7 3.1 0.9 2.6 -2.1 -1.9 3.2 -2.2 4.5
2006 2.6 1.8 3.2 2.4 1.9 2.3 0 -2.9 3 1 0.5 3.5 21
2007 -1.5 -5.6 -1.1 2.8 1 -4.7 -2.4 3.7 3.9 1.5 -1.8 0.7 -4.2
2008 1.9 -7.2 -17.2 -8.2 0.9 -1.6 -11.3 -1 4.5 -1 -5.4 -4.1 -41.2
2009 1.9 5.4 -2.6 3.2 4.3 7.7 -0.7 6.6 9.2 8.3 -12.1 -11.1 18.5
2010 7.5 -0.8 3.6 8.2 -4.9 6.9 -6.6 -8.5 1.6 6.5 3.2 -3.2 12.3
2011 1.4 -1.1 12.2 -8.7 -7.1 -3.7 -2.2 -1.5 2.7 0 4.7 1.5 -3.5
2012 1.7 0.1 -0.6 2.6 2 0.9 5.2 -6.7 -1.2 2.8 3.9 4.4 15.4
2013 2.3 3 3.8 2.5 -3.6 5.1 -1 2.7 2.3 4.1 0.9 5.5 31
2014 0.2 2.4 2.1 -1.6 3.5 -1.8 2.1 1.7 0.2 1.8 4.5 -3.4 0
2015 -2.3 0.2 7.7 -3.1 -6.1 0.9 -1.7 1.4 1 -1 5.5 -4 -2.2
2016 1.7 5.4 -1.3 -0.7 0.5 2.8 0.6 1 2.1 6.1 -0.6 -5 12.8
2017 1.8 3.4 1.1 3 -1.3 0.9 1.9 0.3 0.6 -0.4 3.4 0.7 16.5
2018 -9.2 2.7 -5.7 0.9 1.4 4.4 0.5 0.7 0.7 -2 -5.1 5 -6.3
2019 -4.4 3.2 1 2.6 -1.1 1.6 6.7 -5.8 3.9 0.7 2.7 6.8 18.5
2020 3.7 13.4 -1.2 -3.7 3.8 3.6 -0.7 4.6 11.3 -17.1 -9.6 -2.5 1.6
2021 -3 -3.9 6.1 -3.1 1.7 0.3 -1.2 1.8 4.2 15.7 5.8 -9.7 13.3
2022 -12.9 5.7 10.9 -8.4 -2.3 6.2 -8.3 2.9 -5.7 2.5 -1 -1.9 -14
2023 1.6 6.8 -2.6 -3.6 -2.5 3.7 6.4 -3.7 2.1 -1.3 -4 4.1 6.4
2024 -2.4 4.6 3.3 0.5 0 0 0 0 0 0 0 0 3.5