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 -5.5 -2.3 0.4 -0.7 3.5 3.7 -2.1 -1.1 1.9 4.8
2002 -3.8 7.1 9.8 -12.1 1.2 -8.5 -5.9 0.5 -2.8 3 0.8 -0.1 -12.1
2003 5.6 1.3 5.7 -0.4 1.2 1.5 0.7 6.4 8 0 -2.9 -2.3 26.8
2004 2.9 4.6 1.2 1 0.6 -1.4 2.5 0.7 -2.8 -1.9 2 2.9 12.7
2005 0.5 3.4 -2.8 0.8 -0.7 3.1 1 2.5 -2.1 -1.9 3.2 -2.1 4.7
2006 2.6 1.8 3.2 2.4 1.9 2.3 0.1 -2.9 3.1 1 0.6 3.5 21.2
2007 -1.5 -5.6 -1.2 2.8 1 -4.7 -2.4 3.6 3.9 1.4 -1.8 0.7 -4.1
2008 1.9 -7.1 -17.2 -8.2 0.9 -1.7 -11.2 -1.1 4.5 -1 -5.4 -4.2 -41.2
2009 1.9 5.4 -2.7 3.3 4.4 7.5 -0.6 6.6 9.1 8.3 -11.9 -11.2 18.5
2010 7.4 -0.8 3.7 8.2 -4.9 6.9 -6.5 -8.4 1.9 6.4 3.3 -3.2 12.6
2011 1.4 -1.1 12.2 -8.7 -7.1 -3.7 -2.2 -1.5 2.7 0 4.7 1.5 -3.4
2012 1.7 0 -0.4 2.6 1.9 0.9 5 -6.6 -1.3 2.8 3.9 4.3 15.3
2013 2.2 2.9 3.8 2.6 -3.6 5.1 -1 2.6 2.3 4.2 0.8 5.5 30.7
2014 0.1 2.5 2 -1.6 3.5 -1.8 2.1 1.6 0.2 1.9 4.4 -3.4 11.8
2015 -2.3 0.1 7.7 -3.1 -6.1 0.9 -1.7 1.4 1 -1 5.6 -4 -2.4
2016 1.7 5.4 -1.3 -0.8 0.4 2.9 0.5 1.1 2 6.1 -0.6 -4.9 12.5
2017 1.8 3.4 1.1 3 -1.3 0.9 1.9 0.2 0.7 -0.5 3.5 0.7 16.3
2018 -9.1 2.7 -5.7 0.9 1.4 4.4 0.5 0.7 0.8 -2 -5.2 4.9 -6.6
2019 -3.9 3.3 1 2.6 -1.1 1.6 6.7 -5.8 3.9 0.7 2.7 6.7 19
2020 -4.2 13.3 -1.2 -3.3 3.8 3.6 -0.7 4.5 11.3 -17.2 -9.6 -2.6 1.7
2021 -2.2 -3.9 6.1 -3.2 1.7 0.2 -1.1 1.8 13 5.8 5.8 -1.4 14
2022 -12 5.7 10.8 -8.4 -2.3 6.2 -8.3 2.8 -5.7 2.4 -1 -2 -13.4
2023 2.1 6.7 -2.5 -3.6 -2.5 3.7 6.4 -3.7 2.1 -1.3 -4 4.1 6.7
2024 -3.8 4.6 3.3 0.5 0 0 0 0 0 0 0 0 4.5