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 | -0.19 | 3.35 | 2.97 | 5.68 | 2.43 | 0 |
| 2005 | -1.7 | 3.46 | 0.24 | -3.97 | 4.47 | 3.49 | 4.59 | -0.29 | 1.1 | -3.63 | 2.94 | -6.98 | 3 |
| 2006 | 4.09 | -0.38 | 2.2 | 0.89 | -3.39 | 1.07 | -0.45 | 1.06 | 1.27 | 4.59 | 3.75 | -0.08 | 15.3 |
| 2007 | 3.23 | 0.28 | 1.46 | 3.83 | 3.42 | -3.05 | -5.71 | -0.56 | 3.08 | 0.88 | -4.85 | 0.86 | 2.3 |
| 2008 | -5.31 | -2.01 | -0.77 | 6.55 | 4.37 | -6.89 | -3.41 | 1.98 | -10.47 | -19.81 | -7.88 | 3.09 | -36 |
| 2009 | -8.27 | -10.52 | 7.94 | 12.73 | 3.89 | -0.12 | 9.19 | 5.76 | 5.76 | -4.65 | 5.19 | 5.08 | 33.4 |
| 2010 | -3.31 | 5.19 | 7.07 | 4 | -7.85 | -6.8 | 8.27 | -4.49 | 9.6 | 3.69 | 0.99 | 7.33 | 23.9 |
| 2011 | 1.39 | 4.56 | 0.8 | 2.45 | -0.84 | -2.34 | -3.92 | -7.41 | -9.64 | 12.66 | -0.56 | 0.21 | -4.4 |
| 2012 | 5.41 | 4.06 | 2.21 | -0.5 | -6.08 | 3.01 | 0.37 | 2.91 | 1.88 | -0.21 | 1.21 | 2.45 | 17.5 |
| 2013 | 6.87 | 1.69 | 4.21 | 0.98 | 2.24 | -1.19 | 5.28 | -2.96 | 4.05 | 3.33 | 2.08 | 2.81 | 33.2 |
| 2014 | -1.82 | 5.41 | 0.78 | 0 | 1.74 | 3.04 | -2.77 | 4.74 | -3.93 | 2.51 | 2.7 | 1.29 | 14.1 |
| 2015 | -2.31 | 4.45 | 0.07 | -0.87 | 1.54 | -2.91 | -0.27 | -5.05 | -4.17 | 5.71 | 0.14 | -3.69 | -7.7 |
| 2016 | -6.69 | -0.26 | 8.76 | 1.37 | 2.15 | -0.08 | 2.96 | 0.91 | 0.3 | -2.91 | 7.08 | 1.22 | 14.8 |
| 2017 | 1.87 | 2.75 | -0.34 | 0.69 | -1.44 | 0.9 | 1.72 | -1.15 | 3.01 | 1.46 | 3.14 | 0.9 | 14.3 |
| 2018 | 2.75 | -4.11 | -0.41 | 0.2 | 1.02 | 1.08 | 3.41 | 1.29 | -0.45 | -7.62 | 2.01 | -10.18 | -11.4 |
| 2019 | 9.38 | 3.59 | 0.15 | 3.91 | -6.36 | 6.8 | 0.87 | -2.94 | 3.77 | 0.5 | 2.55 | -2.42 | 20.5 |
| 2020 | 3.71 | 3.68 | 0.76 | 5.33 | 13.05 | -19.81 | -9.87 | -2.48 | -3.35 | 0.64 | 13.53 | 4.5 | 5 |
| 2021 | -10.4 | 21.47 | 6.26 | 5.36 | 2.05 | -2.06 | 1.38 | 2.35 | -4.48 | 4.58 | -2.83 | -4.67 | 16.9 |
| 2022 | -3.92 | -0.3 | 2.71 | -3.75 | 2.25 | -9.77 | 8.12 | -3.3 | -8.4 | 10.54 | 5.67 | -10.32 | -12.3 |
| 2023 | 6.51 | -2.29 | -2.34 | -0.26 | -4.61 | 7.62 | 3.73 | -2.8 | -4.45 | -3.48 | 8.16 | 1.32 | 6.1 |
| 2024 | -0.5 | 12.6 |