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 1.9 5.8 -0.2 -5.4 -2.3 0.4 -0.7 3.5 3.8 -2.1 -1 1.9 5.1
2002 -3.8 7.1 7.3 -12 1.2 -8.5 -5.8 0.5 -2.7 3.1 0.8 0 -13.6
2003 5.7 1.2 5.7 -0.3 1.2 1.5 0.7 6.4 7.9 0 -2.9 -2.3 27.1
2004 2.9 4.7 1.2 1.1 0.7 -1.4 2.5 0.7 -2.7 -1.8 2 2.9 13.1
2005 0.5 3.5 -2.7 0.8 -0.7 3.1 1 2.5 -2.1 -1.9 3.3 -2.2 5
2006 2.7 1.9 3.3 2.4 1.9 2.3 0.1 -2.8 3.1 1.1 0.5 3.6 21.6
2007 -1.5 -5.6 -1.1 2.8 1 -4.7 -2.4 3.7 3.9 1.5 -1.8 0.7 -3.9
2008 2 -7.1 -17.3 -8.2 1 -1.6 -11.3 -0.9 4.4 -0.9 -5.4 -4 -41
2009 1.8 5.4 -2.6 3.2 4.4 7.5 -0.5 6.6 9.2 8.1 -11.9 -11.1 18.8
2010 7.4 -0.7 3.6 8.2 -4.8 6.8 -6.4 -8.5 1.9 6.4 3.3 -3.1 0
2011 1.4 -1 12.2 -8.7 -7.1 -3.7 -2.1 -1.5 2.8 0 4.7 1.6 -3.2
2012 1.8 0 -0.5 2.7 2 1 5.1 -6.6 -1.2 2.7 4 4.3 15.7
2013 2.3 3 3.8 2.6 -3.6 5.1 -0.9 2.6 2.3 4.3 0.9 5.5 0
2014 0.1 2.5 2.1 -1.5 3.5 -1.8 2.1 1.7 0.2 1.9 4.5 -3.3 12.2
2015 -2.3 0.2 7.7 -3 -6.1 0.9 -1.7 1.4 1 -1 5.7 -4 -2.1
2016 1.7 5.4 -1.3 -0.8 0.5 2.9 0.5 1 2.1 6.1 -0.6 -4.9 0
2017 1.9 3.5 1.1 3 -1.3 0.9 1.9 0.3 0.7 -0.5 3.4 0.7 16.6
2018 -9.1 2.6 -5.7 0.9 1.4 4.5 0.5 0.7 0.8 -2 -5.1 4.9 -6.3
2019 -4.4 3.3 1 2.6 -1.1 1.6 6.7 -5.8 3.9 0.7 2.8 6.8 18.7
2020 -4.7 13.3 -1.1 -3.7 3.9 3.7 -0.8 4.5 11.3 -17.1 -9.6 -2.5 1.6
2021 -2.7 -3.9 6.1 -3.2 1.7 0.3 -1.1 1.8 4.3 15.3 5.8 -1.4 13.7
2022 -12.6 5.7 10.8 -8.4 -2.3 6.3 -8.3 2.9 -5.7 2.5 -1 -1.9 -13.8
2023 1.6 6.7 -2.5 -3.6 -2.5 3.7 6.4 -3.7 2.1 -1.3 -4 4.1 6.5
2024 -4.6 4.7 3.3 0.5 0 0 0 0 0 0 0 0 4.6