Principal Funds

  • Principal Capital Appreciation Fund

Principal Capital Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -7.3 -4.9 3.8 4.4 1.8 -1.6 -1.8 3.1 2.7 0.2 -1.2 0 0
2008 -4.5 -7.4 -18.2 -6.1 2.3 0 -7.7 3 4.7 0.4 -3.4 -6.9 -37.5
2009 4 4.5 -2.1 4.4 2.7 8 0.8 3.2 12.1 8.9 -9.2 -8.5 30
2010 7.4 0.6 4.2 8.8 -4.9 6.3 -6.2 -7.6 2.4 6.6 3 -4.3 15.5
2011 1.1 -0.1 11 -7.6 -5.7 -2.5 -1.5 -1.4 2.6 0.3 3.9 1.3 0.3
2012 1.4 1.1 -1.2 2.4 2 -0.3 4 -6.3 -0.5 2.7 3.5 4.8 0
2013 2.2 2.6 4.9 4 -3 4.8 -1.4 2.6 1.7 3.6 0.8 5.9 32.5
2014 1.3 2.7 2.7 -2 3.6 -1.8 2.3 2.2 0.4 1.2 4.8 -3.4 14.7
2015 -2.3 1.3 7.8 -2.1 -6.5 1.8 -1 1.2 0.6 -1.1 5.7 -2.3 2.4
2016 2.2 3.6 -2.7 -0.2 -0.1 3.7 0.1 2.2 -0.5 6.5 -0.5 -4.9 0
2017 0.9 3.3 2.3 2.1 0.1 2.2 0.1 0.9 1.6 -0.1 3.8 2.2 21.1
2018 -9.2 2.9 -6.6 0.4 3 3.7 0.7 2.7 -0 -2.4 -3.3 5.2 -3.7
2019 -5.3 2.9 2.1 1.6 -1.6 2.7 6.5 -5.7 4.8 1.9 3.4 7.7 22.3
2020 3.7 9.8 -2.4 -8.3 6.5 7.4 1.9 5.6 11.4 -11.7 -8.7 -0 12.6
2021 -5.3 -0.4 7.7 -5 2.8 2.8 3 0.7 15.5 3.7 1.6 -9.5 16.5
2022 -6.6 6.4 8.1 -8.1 -3.4 8.8 -7.4 0.6 -8.8 3.9 -3.9 -5.8 -17
2023 4 9 -1.6 -4.3 -1.9 3.3 6.4 0 1.8 3.4 -2.9 5.6 24.2
2024 -2.2 3.6 5.8 2.3 0 0 0 0 0 0 0 0 9.5