Principal MidCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | -6.76 | 6 | 4.66 | 0.14 | 5.82 | 0.13 | 0 |
| 1997 | 2.67 | -1.65 | -2.7 | 1.69 | 8.25 | 4.17 | 8.22 | -0.02 | 5.87 | -4.02 | -0.82 | 0.04 | 22.9 |
| 1998 | -0.36 | 9.54 | 2.09 | 3.37 | -5.26 | -0.79 | -5.66 | -20.82 | 5.44 | 6.63 | 3.96 | 5.57 | -0.2 |
| 1999 | -1.37 | -6.9 | 4.68 | 6.63 | -1.23 | 3.29 | -3.65 | -4.44 | -4.63 | 4.75 | 215.26 | -64.28 | 8.3 |
| 2000 | -1.35 | 12.22 | 1.53 | -8.46 | -5.18 | 6.93 | -2.98 | 12.52 | -1 | -1.25 | -3.79 | 7.84 | 15.5 |
| 2001 | -1.62 | -3.45 | -3.24 | 5.88 | 1.66 | -0.51 | -1.72 | -1.86 | -7.96 | 0.36 | 212.93 | -65.81 | -6.2 |
| 2002 | -0.6 | 0.37 | 3.9 | -0.5 | 1.05 | -6.6 | -6.44 | 2.96 | -6.48 | 1.31 | 2.77 | -0.5 | -9.2 |
| 2003 | -2.37 | -1.04 | 1.21 | 5.37 | 7.03 | 1.2 | 1.73 | 2.84 | -0.43 | 6.67 | 3.27 | 3.29 | 32.3 |
| 2004 | 2.04 | 2.98 | -0.1 | -2.35 | 1.79 | 1.66 | -3.3 | 0.91 | 2.84 | 1.37 | 4.9 | 3.61 | 17.3 |
| 2005 | -2.81 | 2.11 | -0.64 | -2.99 | 3.95 | 1.4 | 4.24 | 0.07 | 1.81 | -2.06 | 3.41 | -4.59 | 3.5 |
| 2006 | 3.39 | -1.28 | 2.31 | 0.99 | -2.94 | 0.29 | -1.36 | 3.64 | 1.26 | 3.26 | 3.09 | 0.5 | 13.7 |
| 2007 | 2.5 | 0.28 | 0.35 | 5.34 | 4.47 | -1.51 | -4.54 | 0.47 | 4.13 | 2.24 | -4.13 | -0.25 | 9.2 |
| 2008 | -4.57 | 0.53 | -2.64 | 4.97 | 6.06 | -5.3 | -4.34 | 1.54 | -9.47 | -20.17 | -7.44 | 3.12 | -34 |
| 2009 | -3.86 | -9.37 | 5.77 | 10.91 | 6.41 | -0.43 | 7.24 | 3.22 | 4.39 | -2.34 | 5.55 | 2.71 | 32.5 |
| 2010 | -2.3 | 4.35 | 4.69 | 4.74 | -5.87 | -3.37 | 4.97 | -4.16 | 8.76 | 3.91 | -0.23 | 6.95 | 23.4 |
| 2011 | 1.66 | 5.19 | 1.97 | 3.73 | 0.53 | -1.53 | -2.63 | -4.63 | -8.48 | 11.33 | 0.57 | 0.93 | 7.6 |
| 2012 | 4.18 | 4.15 | 2.48 | 0.74 | -6.06 | 2.62 | 0.21 | 3.45 | 2.67 | 0.39 | 0.91 | 1.84 | 18.6 |
| 2013 | 6.19 | 1.52 | 4 | 1.61 | 1.53 | -1.39 | 4.8 | -1.89 | 5.05 | 3.92 | 1.36 | 2.64 | 33.2 |
| 2014 | -3.46 | 5.38 | -0.49 | -1.37 | 2.77 | 3.37 | -2.1 | 4.47 | -3.05 | 3.34 | 3.09 | 0.34 | 12.5 |
| 2015 | -2.22 | 8.8 | 0 | -0.83 | 0.96 | -1.65 | 2.21 | -5.23 | -4.69 | 6.41 | 0.76 | -2.58 | 1 |
| 2016 | -7.3 | 0.94 | 7.74 | 0.68 | 2.59 | -0.09 | 4.86 | -0.36 | 0.27 | -2.77 | 3.07 | 0.64 | 9.9 |
| 2017 | 3.12 | 4.17 | 0 | 3.03 | 2 | -0.2 | 2.97 | 0.74 | 1.97 | 2.09 | 2.49 | 0.19 | 24.9 |
| 2018 | 4.38 | -5.45 | 0.68 | -0.98 | 2.21 | 2.23 | 2.73 | 1.84 | -0.14 | -8.54 | 3.73 | -8.83 | -7.1 |
| 2019 | 9.18 | 5.72 | 3.25 | 5.73 | -3.12 | 6.6 | 1.81 | 0.61 | 0.75 | 1.55 | 3.12 | -3.22 | 36.1 |
| 2020 | 4.32 | 6.13 | 1.13 | 8.95 | 13.19 | -20.76 | -7.01 | 3.29 | -3.48 | -2.2 | 12.78 | -3.89 | 16.6 |
| 2021 | -4.42 | 5.84 | 10.87 | 6.5 | 0.31 | 2.22 | 4.11 | 0.36 | -3.69 | 7.5 | -3.1 | -2.74 | 15.1 |
| 2022 | -10.59 | -3.79 | 2.71 | -8.74 | -0.68 | -8.41 | 11.07 | -3.92 | -9.3 | 7.08 | 7.49 | -9.09 | -25.7 |
| 2023 | 8.43 | -3.04 | 0.35 | 2.05 | -0.8 | 8.24 | 0.75 | -0.94 | -5.17 | -3.32 | 12.54 | 2.8 | 22.4 |
| 2024 | 1.09 | 19.2 |