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 | 0 | 0 | 0 | 0 | 5.76 | 2.38 | 0 |
2005 | -1.7 | 3.37 | 0.24 | -4.05 | 4.47 | 3.41 | 4.52 | -0.29 | 1.03 | -3.64 | 2.87 | -7.05 | 2.4 |
2006 | 4.03 | -0.3 | 2.13 | 0.82 | -3.4 | 1 | -0.45 | 0.99 | 1.28 | 4.54 | 3.63 | -0.04 | 14.9 |
2007 | 3.1 | 0.28 | 1.39 | 3.78 | 3.38 | -3.08 | -5.75 | -0.56 | 3.03 | 0.82 | -4.89 | 0.84 | 1.8 |
2008 | -5.43 | -2.03 | -0.78 | 6.43 | 4.41 | -6.96 | -3.45 | 1.91 | -10.5 | -19.85 | -7.98 | 3.11 | -36.3 |
2009 | -8.32 | -10.59 | 8 | 12.82 | 3.79 | -0.24 | 9.15 | 5.81 | 5.7 | -4.8 | 5.25 | 5.08 | 32.9 |
2010 | -3.43 | 5.23 | 6.94 | 4.03 | -7.92 | -6.86 | 8.25 | -4.54 | 9.51 | 3.65 | 1.01 | 7.23 | 23.2 |
2011 | 1.4 | 4.44 | 0.81 | 2.4 | -0.92 | -2.29 | -4.04 | -7.49 | -9.59 | 12.61 | -0.65 | 0.16 | -4.8 |
2012 | 5.38 | 4.02 | 2.16 | -0.58 | -6.15 | 2.97 | 0.38 | 2.87 | 1.84 | -0.29 | 1.23 | 2.37 | 16.9 |
2013 | 6.79 | 1.7 | 4.19 | 0.93 | 2.21 | -1.26 | 5.22 | -3 | 3.99 | 3.32 | 2.05 | 2.75 | 32.5 |
2014 | -1.84 | 5.36 | 0.79 | -0.07 | 1.7 | 2.97 | -2.82 | 4.7 | -3.94 | 2.5 | 2.63 | 1.01 | 13.3 |
2015 | -2.36 | 4.48 | 0 | -0.95 | 1.51 | -2.91 | -0.35 | -5.04 | -4.2 | 5.62 | 0.15 | -3.76 | -8.1 |
2016 | -6.77 | -0.27 | 8.72 | 1.32 | 2.04 | -0.08 | 2.88 | 0.93 | 0.23 | -3 | 7.14 | 1.12 | 14.2 |
2017 | 1.84 | 2.75 | -0.42 | 0.64 | -1.48 | 0.86 | 1.7 | -1.18 | 2.96 | 1.44 | 3.1 | 0.83 | 13.7 |
2018 | 2.69 | -4.1 | -0.49 | 0.21 | 0.98 | 0.97 | 3.38 | 1.27 | -0.46 | -7.67 | 2.01 | -10.23 | -11.8 |
2019 | 9.32 | 3.54 | 0.08 | 3.88 | -6.43 | 6.79 | 0.82 | -2.97 | 3.67 | 0.52 | 2.49 | -2 | 20.4 |
2020 | 3.68 | 3.64 | 0.7 | 5.33 | 12.97 | -19.87 | -9.89 | -2.48 | -2.96 | 0.57 | 13.45 | -6.31 | 4.9 |
2021 | -0.07 | 21.41 | -4.94 | 17.66 | 1.95 | -2.08 | 1.38 | 2.26 | -4.48 | 4.52 | -2.88 | -4.68 | 16.4 |
2022 | -3.95 | -0.31 | 2.69 | -3.83 | 2.22 | -9.85 | 8.1 | -3.3 | -8.48 | 10.48 | 5.65 | -10.21 | -12.6 |
2023 | 6.44 | -2.25 | -2.44 | -0.27 | -4.67 | 7.59 | 3.63 | -2.8 | -4.45 | -3.56 | 8.1 | 1.58 | 5.8 |
2024 | -0.52 | 13.5 |