Principal MidCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -3.51 | 6.03 | 1.47 | -0.29 | -1.74 | -1.78 | -7.53 | 0.22 | 5.63 | 3.18 | 0 |
| 2002 | -0.5 | 0.4 | 3.78 | -0.67 | 0.87 | -6.51 | -5.94 | 2.83 | -6.35 | 1.13 | 2.23 | -0.27 | -9.3 |
| 2003 | -2.3 | -1.01 | 1.36 | 5.37 | 6.9 | 1.09 | 1.77 | 2.7 | -0.85 | 6.16 | 3.04 | 3.27 | 30.7 |
| 2004 | 2.02 | 2.88 | -0.16 | -2.4 | 1.81 | 1.66 | -3.34 | 0.82 | 2.78 | 1.35 | 4.78 | 3.7 | 16.8 |
| 2005 | -2.78 | 2.07 | -0.7 | -2.98 | 3.88 | 1.32 | 4.22 | 0 | 1.77 | -2.1 | 3.48 | -4.79 | 2.9 |
| 2006 | 3.45 | -1.31 | 2.21 | 1.01 | -2.99 | 0.29 | -1.46 | 3.64 | 1.22 | 3.26 | 3.09 | 0.45 | 13.4 |
| 2007 | 2.48 | 0.29 | 0.36 | 5.24 | 4.51 | -1.55 | -4.58 | 0.41 | 4.16 | 2.23 | -4.17 | -0.25 | 8.9 |
| 2008 | -4.61 | 0.55 | -2.72 | 5.02 | 6 | -5.3 | -4.39 | 1.58 | -9.42 | -20.21 | -7.44 | 3.09 | -34.1 |
| 2009 | -3.86 | -9.4 | 5.67 | 10.99 | 6.37 | -0.33 | 7.23 | 3.22 | 4.32 | -2.41 | 5.63 | 2.62 | 32.3 |
| 2010 | -2.28 | 4.3 | 4.75 | 4.53 | -5.89 | -3.39 | 4.95 | -4.12 | 8.77 | 3.87 | -0.16 | 6.85 | 23.1 |
| 2011 | 1.64 | 5.29 | 1.97 | 3.71 | 0.55 | -1.57 | -2.57 | -4.71 | -8.39 | 11.2 | 0.66 | 0.84 | 7.5 |
| 2012 | 4.25 | 4.15 | 2.42 | 0.83 | -6.13 | 2.64 | 0.21 | 3.42 | 2.69 | 0.4 | 0.87 | 1.83 | 18.6 |
| 2013 | 6.2 | 1.51 | 3.96 | 1.67 | 1.52 | -1.38 | 4.79 | -1.9 | 5.12 | 3.89 | 1.35 | 2.68 | 33.3 |
| 2014 | -3.43 | 5.35 | -0.5 | -1.36 | 2.82 | 3.39 | -2.12 | 4.48 | -3.02 | 3.35 | 3.1 | 0.47 | 12.7 |
| 2015 | -2.21 | 8.78 | 0 | -0.81 | 0.95 | -1.62 | 2.2 | -5.19 | -4.68 | 6.39 | 0.79 | -2.58 | 1.1 |
| 2016 | -7.27 | 0.93 | 7.82 | 0.65 | 2.64 | -0.1 | 4.85 | -0.32 | 0.28 | -2.73 | 3.04 | 0.68 | 10.1 |
| 2017 | 3.15 | 4.19 | 0 | 3.06 | 1.99 | -0.17 | 3 | 0.77 | 1.97 | 2.13 | 2.47 | 0.23 | 25.2 |
| 2018 | 4.39 | -5.43 | 0.71 | -0.98 | 2.21 | 2.24 | 2.76 | 1.83 | -0.14 | -8.53 | 3.76 | -8.86 | -7 |
| 2019 | 9.24 | 5.74 | 3.26 | 5.73 | -3.1 | 6.59 | 1.81 | 0.64 | 0.78 | 1.58 | 3.1 | -3.55 | 35.9 |
| 2020 | 4.33 | 6.13 | 1.14 | 9.02 | 13.22 | -20.79 | -6.98 | 3.3 | -3.49 | -2.19 | 12.81 | 4.23 | 16.8 |
| 2021 | -12.18 | 5.88 | 11.29 | 6.49 | 0.32 | 2.26 | 4.1 | 0.38 | -3.67 | 7.52 | -3.11 | -3.06 | 14.9 |
| 2022 | -10.6 | -3.76 | 2.7 | -8.72 | -0.67 | -8.39 | 11.1 | -3.93 | -9.27 | 7.09 | 7.47 | -9.17 | -25.7 |
| 2023 | 8.42 | -3.02 | 0.33 | 2.08 | -0.81 | 8.27 | 0.75 | -0.93 | -5.15 | -3.3 | 12.55 | 2.69 | 22.4 |
| 2024 | 1.11 | 19.4 |