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 5.8 -0.2 -5.5 -2.2 0.4 -0.6 3.5 3.7 -2.1 -1 1.9 5
2002 -3.9 7.1 7.3 -12.1 1.2 -8.5 -5.9 0.5 -2.7 3 0.8 -0.1 -14
2003 5.6 1.3 5.7 -0.4 1.2 1.5 0.7 6.4 7.9 0 -2.9 -2.3 27
2004 2.9 4.8 1.2 1.1 0.6 -1.4 2.6 0.7 -2.7 -1.8 2 2.8 12.9
2005 0.5 3.4 -2.7 0.7 -0.7 3.1 1 2.6 -2.1 -1.9 3.2 -2.2 4.8
2006 2.7 1.8 3.3 2.4 2 2.3 0.1 -2.8 3 1.1 0.5 3.6 21.5
2007 -1.4 -5.6 -1.1 2.8 1 -4.7 -2.4 3.6 4 1.5 -1.8 0.7 -3.9
2008 2 -7.1 -17.2 -8.2 0.9 -1.6 -11.3 -1 4.5 -1 -5.4 -4.1 -41
2009 1.8 5.5 -2.7 3.4 4.3 7.6 -0.5 6.5 9.2 8.2 -12 -11.1 18.6
2010 7.5 -0.8 3.7 8.3 -5 7 -6.5 -8.5 2 6.5 3.2 -3.1 13
2011 1.3 -1 12.2 -8.8 -7.2 -3.6 -2.2 -1.4 2.7 0 4.6 1.6 -3.3
2012 1.7 0 -0.5 2.6 2 1 5.1 -6.6 -1.2 2.8 4 4.3 0
2013 2.3 2.9 3.8 2.6 -3.6 5.1 -0.9 2.6 2.3 4.2 0.8 5.6 31
2014 0.1 2.4 2.1 -1.5 3.5 -1.9 2.1 1.7 0.1 1.9 4.5 -3.3 12
2015 -2.3 0.1 7.7 -3.1 -6.1 0.9 -1.7 1.4 1.1 -1 5.6 -4.1 -2.3
2016 1.7 5.4 -1.3 -0.8 0.5 2.8 0.5 1 2 6.1 -0.6 -4.9 12.8
2017 1.9 3.4 1.1 3 -1.3 0.9 1.9 0.2 0.7 -0.5 3.5 0.6 16.4
2018 -9.2 2.7 -5.7 0.9 1.4 4.5 0.5 0.7 0.8 -2 -5.1 4.9 -6.4
2019 -4.3 3.3 1 2.6 -1.1 1.6 6.7 -5.8 3.9 0.7 2.7 6.8 18.7
2020 -4.8 13.4 -1.1 -3.6 3.8 3.6 -0.7 4.5 11.3 -17.1 -9.6 -2.5 1.7
2021 -2.8 -3.9 6.1 -3.1 1.7 0.3 -1.1 1.8 13.7 5.8 5.9 -1.4 13.5
2022 -12.6 5.7 10.8 -8.4 -2.3 6.3 -8.3 2.8 -5.7 2.5 -1 -1.9 -13.8
2023 1.8 6.7 -2.5 -3.6 -2.5 3.7 6.4 -3.6 2.1 -1.3 -4 4.1 6.4
2024 -4.6 4.6 3.3 0.5 0 0 0 0 0 0 0 0 4.5