Principal SmallCap Value Fund II
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0 | 0 | 0 | 0 | 0 | 0 | -5.97 | -0.4 | 3.34 | 1.27 | 9.28 | 3.39 | 0 |
2005 | -3.17 | 2.21 | -1.56 | -7.38 | 6.55 | 3.65 | 7.47 | -1.84 | 0.41 | -2.03 | 3.89 | -4.3 | 2.8 |
2006 | 8.41 | -0.54 | 5.48 | 0.66 | -4.51 | -0.15 | -2.97 | 2.2 | 1.38 | 5.46 | 2.23 | 1.53 | 20.1 |
2007 | 1.76 | -0.15 | 0.9 | 0.75 | 3.55 | -1.29 | -7.09 | 0 | 0.16 | 1.01 | -7.47 | -0.66 | -8.8 |
2008 | -4.62 | -3.61 | 0.43 | 1.7 | 3.56 | -10.92 | 2.16 | 4.44 | -6.7 | -21.09 | -12.43 | 5.49 | -37.1 |
2009 | -12.91 | -12.83 | 10.34 | 18.54 | 3.52 | 0.34 | 11.51 | 4.86 | 5.93 | -6.83 | 3.52 | 7.27 | 32.2 |
2010 | -2.78 | 5.44 | 8.13 | 6.92 | -9.15 | -8.72 | 7.81 | -7.62 | 11.49 | 4.12 | 3.26 | 8.33 | 27.1 |
2011 | 0.1 | 6.15 | 1.57 | 1.84 | -2.66 | -2.05 | -3.29 | -9.27 | -11.46 | 14.87 | -0.33 | 0.84 | -6 |
2012 | 6.56 | 2.19 | 2.55 | -1.39 | -6.87 | 4.23 | -0.52 | 3.35 | 3.14 | -1.08 | 0.89 | 3.66 | 17.3 |
2013 | 6.23 | 1.17 | 4.73 | -0.85 | 4.55 | -0.41 | 6.77 | -3.48 | 5.36 | 3.65 | 4.03 | 1.85 | 38.6 |
2014 | -3.77 | 4.92 | 0.95 | -1.67 | 0.74 | 4.25 | -5.49 | 4.84 | -5.82 | 4.97 | 0.5 | 2.85 | 6.6 |
2015 | -4.15 | 6.94 | 1.68 | -1.88 | 1.45 | 0.83 | -1.5 | -4.48 | -4.61 | 4.92 | 2.3 | -5.1 | -4.4 |
2016 | -7.4 | 1.18 | 7.8 | 1.72 | 1.87 | -0.87 | 4.67 | 1.77 | 0.91 | -3.52 | 12.66 | 3.2 | 25.1 |
2017 | -0.39 | 0.85 | -1 | 1.24 | -4.15 | 2.24 | 0.55 | -2.1 | 6.69 | 1.12 | 2.36 | -0.58 | 6.7 |
2018 | 1.62 | -4.55 | 0.79 | 0.87 | 5 | 0 | 1.64 | 2.47 | -2.38 | -9.43 | 1.76 | -12.33 | -14.9 |
2019 | 10.87 | 5.31 | -3.1 | 4.4 | -8.25 | 6.48 | 1.28 | -5.23 | 4.5 | 1.08 | 1.94 | 2.37 | 22.1 |
2020 | 5.09 | 1.81 | 1.72 | 3.95 | 12.95 | -24.21 | -10.71 | -4.73 | -4.93 | 3.07 | 18.06 | -6.74 | 2.8 |
2021 | 2.16 | 28.33 | 5.02 | 3.49 | 3.37 | -1.63 | -2.52 | 2.14 | -1.37 | 4.18 | -2.18 | -9.14 | 13.9 |
2022 | -3.8 | 1.73 | 0.24 | -6.7 | 3.55 | -9.03 | 9.19 | -3.7 | -9.7 | 12.2 | 4.57 | -15.84 | -19.2 |
2023 | 9.51 | -0.45 | -5.22 | -3.04 | -1.37 | 9.92 | 5.6 | -3.5 | -5.23 | -5.98 | 8.45 | 8.8 | 16.4 |
2024 | -3.71 | 3.6 |