Principal MidCap Value Fund I
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 0 | 0 | 0 | 0 | -2.09 | -0.09 | 3.35 | 2.97 | 5.76 | 2.35 | 0 |
| 2005 | -1.62 | 3.46 | 0.24 | -3.97 | 4.46 | 3.56 | 4.51 | -0.29 | 1.17 | -3.62 | 2.93 | -6.93 | 3.2 |
| 2006 | 4.09 | -0.3 | 2.2 | 0.89 | -3.31 | 0.99 | -0.38 | 0.98 | 1.35 | 4.58 | 3.74 | -0.03 | 15.5 |
| 2007 | 3.22 | 0.28 | 1.45 | 3.89 | 3.41 | -3.05 | -5.69 | -0.56 | 3.14 | 0.88 | -4.83 | 0.82 | 2.4 |
| 2008 | -5.3 | -2.01 | -0.77 | 6.53 | 4.44 | -6.87 | -3.4 | 1.97 | -10.52 | -19.76 | -7.85 | 3.06 | -35.9 |
| 2009 | -8.25 | -10.49 | 7.91 | 12.69 | 3.88 | -0.12 | 9.17 | 5.86 | 5.85 | -4.73 | 5.18 | 5.15 | 33.5 |
| 2010 | -3.3 | 5.17 | 7.05 | 4.07 | -7.91 | -6.78 | 8.34 | -4.57 | 9.66 | 3.68 | 1.07 | 7.28 | 24 |
| 2011 | 1.46 | 4.47 | 0.87 | 2.44 | -0.84 | -2.26 | -3.98 | -7.39 | -9.6 | 12.69 | -0.56 | 0.22 | -4.2 |
| 2012 | 5.39 | 4.05 | 2.2 | -0.5 | -6.06 | 3 | 0.45 | 2.9 | 1.88 | -0.21 | 1.28 | 2.46 | 17.6 |
| 2013 | 6.78 | 1.75 | 4.26 | 0.98 | 2.24 | -1.18 | 5.27 | -2.9 | 3.98 | 3.38 | 2.12 | 2.8 | 33.3 |
| 2014 | -1.81 | 5.39 | 0.84 | 0 | 1.8 | 3.03 | -2.82 | 4.79 | -3.91 | 2.57 | 2.68 | 1.35 | 14.3 |
| 2015 | -2.3 | 4.5 | 0.07 | -0.86 | 1.54 | -2.83 | -0.34 | -5.03 | -4.08 | 5.6 | 0.21 | -3.67 | -7.5 |
| 2016 | -6.74 | -0.17 | 8.81 | 1.28 | 2.14 | 0 | 2.94 | 0.9 | 0.37 | -2.97 | 7.12 | 1.19 | 14.9 |
| 2017 | 1.93 | 2.74 | -0.34 | 0.69 | -1.36 | 0.9 | 1.71 | -1.14 | 3 | 1.52 | 3.13 | 0.93 | 14.4 |
| 2018 | 2.74 | -4.03 | -0.41 | 0.2 | 1.02 | 1.07 | 3.39 | 1.35 | -0.44 | -7.64 | 2.07 | -10.17 | -11.3 |
| 2019 | 9.41 | 3.49 | 0.22 | 3.89 | -6.33 | 6.84 | 0.86 | -2.92 | 3.74 | 0.5 | 2.61 | -2.47 | 20.5 |
| 2020 | 3.77 | 3.66 | 0.84 | 5.3 | 13.07 | -19.78 | -9.88 | -2.46 | -3.42 | 0.55 | 13.6 | -6.41 | 5 |
| 2021 | 0 | 8.85 | 6.1 | 17.89 | 2.03 | -2.05 | 1.38 | 2.33 | -4.4 | 4.55 | -2.81 | -4.75 | 17 |
| 2022 | -3.9 | -0.24 | 2.69 | -3.78 | 2.3 | -9.76 | 8.13 | -3.27 | -8.4 | 10.53 | 5.69 | -10.42 | -12.3 |
| 2023 | 6.54 | -2.27 | -2.39 | -0.19 | -4.64 | 7.64 | 3.77 | -2.78 | -4.42 | -3.52 | 8.16 | 1.25 | 6.1 |
| 2024 | -0.49 | 13 |