Principal SmallCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | -7 | -5.95 | -6.52 | -20.93 | 3.48 | 8.91 | 8.54 | 3.39 | 0 |
| 1999 | 0.11 | -7.5 | 3.88 | 10.44 | 5.97 | 4.6 | 1.8 | -1.41 | -1.79 | 3.28 | 12.35 | 6.37 | 43.3 |
| 2000 | 0.65 | 11.46 | 3.5 | -9.51 | -8.33 | 13 | -4.89 | 4.43 | -7.34 | -8.17 | -11.3 | 5.17 | -14.2 |
| 2001 | 12.83 | -11.07 | -10.07 | 12.7 | 3.35 | 3.67 | -5.94 | -5.2 | -17.64 | 7.8 | 8.95 | 6.88 | 0.5 |
| 2002 | -2.6 | -3.48 | 7.81 | -1.56 | -4.76 | -8.09 | -12.68 | -0.3 | -7.73 | 0.32 | 7.22 | -4.19 | -27.7 |
| 2003 | -4.22 | -4.4 | 0.51 | 8.66 | 8.59 | 3.02 | 5.17 | 4.78 | -2.28 | 7.39 | 4.23 | 1.16 | 36.4 |
| 2004 | 3.67 | 0.44 | 1.21 | -5.54 | 1.27 | 5.91 | -6.33 | -1.83 | 5.95 | 0.99 | 9.49 | 3.59 | 19.1 |
| 2005 | -3.37 | 3.08 | -2.41 | -4.95 | 6.76 | 3.22 | 5.78 | -2.05 | 1.72 | -3.69 | 5.02 | 0.12 | 8.7 |
| 2006 | 7.33 | -0.06 | 3.89 | 0.62 | -5.75 | -0.12 | -5.03 | 1.83 | 0.87 | 6.2 | 2.43 | 0.57 | 12.7 |
| 2007 | 2.55 | -0.18 | 1.13 | 2.7 | 4.12 | -1.59 | -5.81 | 1.96 | 2.09 | 2.05 | -6.75 | -0.17 | 1.5 |
| 2008 | -6.89 | -3.52 | -0.44 | 4.33 | 4.5 | -8.08 | 1.24 | 3.04 | -8.7 | -20.37 | -12.07 | 5.27 | -37.1 |
| 2009 | -10.22 | -12.43 | 7.16 | 12.75 | 2.74 | 1.6 | 8.83 | 2.13 | 4.82 | -5.51 | 3.44 | 7.11 | 21 |
| 2010 | -3.45 | 4.2 | 7.37 | 5.58 | -6.96 | -7.57 | 5.63 | -6.83 | 11.36 | 4.34 | 2.69 | 7.12 | 23.4 |
| 2011 | -0.77 | 4.8 | 2.76 | 3.21 | -1.33 | -1.61 | -2.81 | -8.88 | -12.55 | 16.12 | 0.22 | 1.38 | -2.2 |
| 2012 | 5.51 | 4 | 2.48 | -0.57 | -7.55 | 3.53 | 0 | 3.61 | 2.26 | -2.21 | 0.84 | 2.09 | 14.1 |
| 2013 | 7.4 | 1.41 | 5.75 | -0.55 | 3.09 | -0.96 | 7.46 | -2.57 | 7.59 | 3.65 | 3.7 | 4.27 | 47.6 |
| 2014 | -3.36 | 6 | 0.13 | -3.54 | 1.72 | 5.08 | -6.22 | 3.62 | -6.22 | 3.82 | 1.33 | 3.47 | 4.9 |
| 2015 | -1.89 | 5.77 | 3.3 | -3.06 | 3.15 | 1.11 | 0.41 | -5.56 | -4.83 | 4.62 | 2.13 | -4.84 | -0.5 |
| 2016 | -9.11 | -0.23 | 7.13 | 0.32 | 2.97 | 0.88 | 4.65 | 1.17 | 0.72 | -4.03 | 10.04 | 2.43 | 16.8 |
| 2017 | 0.05 | 2.22 | 0.44 | 1.54 | -3.91 | 2.08 | 0.8 | -1.23 | 5.21 | 2.12 | 2.69 | 0.04 | 12.4 |
| 2018 | 3.16 | -3.36 | 1.23 | 1.74 | 5.85 | 1.49 | 0.72 | 4.69 | -3.73 | -11.55 | 2.88 | -12.92 | -11.3 |
| 2019 | 12.59 | 4.39 | -1.47 | 4.86 | -8.09 | 7.11 | 0.77 | -4.15 | 2.34 | 1.12 | 3.94 | -3.33 | 20.1 |
| 2020 | 6.4 | 3.22 | 2.93 | 8.71 | 14.75 | -22.74 | -8.88 | -1.34 | -3.42 | 0.79 | 15.91 | -0.49 | 18.9 |
| 2021 | 2.53 | 7.14 | 11.14 | 3.46 | 0.03 | 2.24 | -2.66 | 3.22 | -2.75 | 5.86 | -5.24 | -5.64 | 10.5 |
| 2022 | -9.44 | 1.33 | 0.56 | -9.47 | 0.48 | -8.9 | 10.62 | -1.64 | -9.63 | 11.29 | 1.87 | -6.62 | -20.4 |
| 2023 | 10.07 | -0.42 | -3.47 | -1.9 | -1.9 | 8.67 | 4.96 | -4.41 | -6.68 | -7.55 | 9.56 | 6.67 | 12 |
| 2024 | -2.25 | 12.7 |