Principal MidCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -3.01 | 5.69 | 1.47 | -0.19 | -1.64 | -1.77 | -7.5 | 0.43 | 5.6 | 3.28 | 0 |
| 2002 | -0.4 | 0.4 | 3.98 | -0.67 | 0.96 | -6.39 | -5.91 | 3.03 | -6.31 | 1.12 | 2.33 | -0.22 | -8.5 |
| 2003 | -2.2 | -0.9 | 1.36 | 5.47 | 7.1 | 1.19 | 1.76 | 2.79 | -0.84 | 6.31 | 3.72 | 3.31 | 32.7 |
| 2004 | 2 | 3.03 | -0.08 | -2.31 | 1.87 | 1.36 | -3.31 | 0.9 | 2.83 | 1.42 | 4.88 | -2.86 | 9.8 |
| 2005 | -2.75 | 2.2 | -0.61 | -2.93 | 3.98 | 1.38 | 4.23 | 0.14 | 1.81 | -2.06 | 3.55 | -4.58 | 3.9 |
| 2006 | 3.39 | -1.21 | 2.31 | 1.06 | -2.94 | 0.36 | -1.43 | 3.71 | 1.26 | 3.4 | 3.08 | 0.47 | 14 |
| 2007 | 2.58 | 0.28 | 0.42 | 5.34 | 4.48 | -1.45 | -4.54 | 0.47 | 4.2 | 2.3 | -4.13 | -0.24 | 9.6 |
| 2008 | -4.56 | 0.61 | -2.64 | 5.03 | 6.12 | -5.28 | -4.33 | 1.61 | -9.43 | -20.15 | -7.4 | 3.22 | -33.7 |
| 2009 | -3.83 | -9.3 | 5.73 | 10.96 | 6.47 | -0.32 | 7.27 | 3.29 | 4.44 | -2.4 | 5.68 | 2.67 | 33.1 |
| 2010 | -2.2 | 4.41 | 4.74 | 4.52 | -5.82 | -3.34 | 5.01 | -4.03 | 8.75 | 3.94 | -0.15 | 6.97 | 23.8 |
| 2011 | 1.64 | 5.29 | 2.03 | 3.76 | 0.59 | -1.51 | -2.6 | -4.65 | -8.39 | 11.27 | 0.7 | 0.87 | 8 |
| 2012 | 4.29 | 4.18 | 2.52 | 0.8 | -6.06 | 2.66 | 0.27 | 3.47 | 2.7 | 0.38 | 0.96 | 1.89 | 19.1 |
| 2013 | 6.18 | 1.56 | 4.02 | 1.7 | 1.51 | -1.32 | 4.79 | -1.86 | 5.1 | 3.92 | 1.39 | 2.7 | 33.6 |
| 2014 | -3.42 | 5.41 | -0.48 | -1.35 | 2.83 | 3.42 | -2.11 | 4.5 | -3.01 | 3.33 | 3.14 | 0.73 | 13.2 |
| 2015 | -2.19 | 8.82 | 0.04 | -0.81 | 0.99 | -1.63 | 2.22 | -5.19 | -4.67 | 6.45 | 0.75 | -2.5 | 1.4 |
| 2016 | -7.27 | 0.93 | 7.82 | 0.66 | 2.64 | -0.05 | 4.87 | -0.35 | 0.31 | -2.72 | 3.06 | 0.68 | 10.3 |
| 2017 | 3.16 | 4.18 | 0.04 | 3.06 | 2.01 | -0.16 | 3.03 | 0.76 | 1.97 | 2.12 | 2.51 | 0.19 | 25.3 |
| 2018 | 4.44 | -5.44 | 0.74 | -0.99 | 2.27 | 2.22 | 2.74 | 1.86 | -0.14 | -8.52 | 3.76 | -8.82 | -6.9 |
| 2019 | 9.22 | 5.78 | 3.25 | 5.77 | -3.11 | 6.64 | 1.79 | 0.66 | 0.76 | 1.61 | 3.13 | -3.32 | 36.4 |
| 2020 | 4.36 | 6.13 | 1.17 | 9.01 | 13.22 | -20.77 | -6.98 | 3.3 | -3.41 | -2.2 | 12.8 | 4.26 | 17 |
| 2021 | -11.62 | 5.87 | 10.59 | 6.52 | 0.35 | 2.23 | 4.13 | 0.4 | -3.67 | 7.53 | -3.09 | -2.45 | 15.8 |
| 2022 | -10.59 | -3.77 | 2.72 | -8.71 | -0.65 | -8.41 | 11.1 | -3.9 | -9.27 | 7.09 | 7.5 | -8.96 | -25.5 |
| 2023 | 8.46 | -3.01 | 0.37 | 2.06 | -0.77 | 8.27 | 0.78 | -0.93 | -5.16 | -3.27 | 12.55 | 2.87 | 22.8 |
| 2024 | 1.12 | 18.8 |