Principal MidCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | 0.28 | 0.28 | 5.27 | 4.42 | -1.58 | -4.68 | 0.4 | 4.09 | 2.12 | -4.22 | -0.31 | 0 |
| 2008 | -4.68 | 0.54 | -2.75 | 4.87 | 5.99 | -5.37 | -4.4 | 1.48 | -9.54 | -20.24 | -7.46 | 3.05 | -34.6 |
| 2009 | -3.93 | -9.43 | 5.62 | 10.9 | 6.32 | -0.33 | 7.17 | 3.09 | 4.3 | -2.49 | 5.6 | 2.53 | 31.4 |
| 2010 | -2.27 | 4.19 | 4.73 | 4.43 | -5.96 | -3.39 | 4.85 | -4.2 | 8.77 | 3.78 | -0.24 | 6.77 | 22.2 |
| 2011 | 1.63 | 5.13 | 1.97 | 3.57 | 0.55 | -1.64 | -2.65 | -4.72 | -8.49 | 11.17 | 0.52 | 0.84 | 6.7 |
| 2012 | 4.19 | 4.1 | 2.36 | 0.7 | -6.18 | 2.59 | 0.14 | 3.38 | 2.58 | 0.34 | 0.88 | 1.8 | 17.8 |
| 2013 | 6.06 | 1.46 | 3.94 | 1.62 | 1.42 | -1.4 | 4.68 | -1.92 | 4.96 | 3.85 | 1.27 | 2.24 | 31.7 |
| 2014 | -3.14 | 5.29 | -0.56 | -1.44 | 2.77 | 3.31 | -2.22 | 4.43 | -3.09 | 3.24 | 3.04 | 0.27 | 12 |
| 2015 | -2.27 | 8.72 | -0.05 | -0.88 | 0.89 | -1.72 | 2.17 | -5.27 | -4.78 | 6.35 | 0.67 | -2.62 | 0.3 |
| 2016 | -7.34 | 0.85 | 7.74 | 0.57 | 2.54 | -0.15 | 4.8 | -0.43 | 0.19 | -2.8 | 2.99 | 0.6 | 9.1 |
| 2017 | 3.05 | 4.1 | -0.05 | 2.98 | 1.91 | -0.22 | 2.93 | 0.68 | 1.9 | 2.03 | 2.44 | 0.12 | 24.1 |
| 2018 | 4.31 | -5.51 | 0.62 | -1.03 | 2.17 | 2.13 | 2.68 | 1.75 | -0.19 | -8.61 | 3.66 | -8.91 | -7.8 |
| 2019 | 9.12 | 5.71 | 3.16 | 5.66 | -3.18 | 6.53 | 1.76 | 0.54 | 0.69 | 1.52 | 3.03 | -3.59 | 34.7 |
| 2020 | 4.24 | 6.04 | 1.09 | 8.88 | 13.17 | -20.85 | -7.03 | 3.2 | -3.67 | -2.29 | 12.75 | -5.18 | 15.6 |
| 2021 | -4.49 | 5.79 | 12.25 | 6.4 | 0.27 | 2.16 | 4.05 | 0.28 | -3.74 | 7.46 | -3.19 | -4.01 | 12.9 |
| 2022 | -10.67 | -3.84 | 2.62 | -8.8 | -0.72 | -8.49 | 11.01 | -3.98 | -9.37 | 7.03 | 7.37 | -9.64 | -26.7 |
| 2023 | 8.38 | -3.12 | 0.26 | 1.98 | -0.84 | 8.13 | 0.68 | -1.02 | -5.21 | -3.4 | 12.44 | 2.23 | 20.7 |
| 2024 | 1.01 | 18.4 |