Principal MidCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2001 | -1.61 | -3.37 | -2.79 | 5.54 | 1.55 | -0.29 | -1.63 | -1.76 | -7.55 | 0.43 | 5.56 | 3.19 | -3.5 |
| 2002 | -0.4 | 0.4 | 3.95 | -0.66 | 0.96 | -6.44 | -5.97 | 3.01 | -6.27 | 1.12 | 2.2 | -0.15 | -8.6 |
| 2003 | -2.29 | -0.89 | 1.35 | 5.43 | 7.05 | 1.18 | 1.75 | 2.77 | -0.74 | 6.27 | 3.08 | 3.29 | 31.6 |
| 2004 | 2.08 | 2.94 | -0.08 | -2.3 | 1.79 | 1.72 | -3.3 | 0.81 | 2.82 | 1.41 | 4.88 | 3.69 | 17.4 |
| 2005 | -2.74 | 2.11 | -0.61 | -3.01 | 3.98 | 1.38 | 4.23 | 0.07 | 1.81 | -2.06 | 3.48 | -4.63 | 3.6 |
| 2006 | 3.47 | -1.28 | 2.31 | 0.99 | -2.93 | 0.36 | -1.43 | 3.64 | 1.26 | 3.33 | 3.09 | 0.47 | 13.8 |
| 2007 | 2.5 | 0.35 | 0.35 | 5.34 | 4.47 | -1.51 | -4.54 | 0.47 | 4.2 | 2.24 | -4.13 | -0.24 | 9.3 |
| 2008 | -4.56 | 0.53 | -2.64 | 5.04 | 6.05 | -5.29 | -4.34 | 1.54 | -9.38 | -20.2 | -7.43 | 3.23 | -33.9 |
| 2009 | -3.85 | -9.33 | 5.75 | 10.87 | 6.5 | -0.43 | 7.31 | 3.21 | 4.47 | -2.42 | 5.62 | 2.69 | 32.7 |
| 2010 | -2.21 | 4.34 | 4.76 | 4.55 | -5.85 | -3.36 | 4.95 | -4.06 | 8.8 | 3.89 | -0.15 | 6.86 | 23.5 |
| 2011 | 1.65 | 5.33 | 1.97 | 3.72 | 0.6 | -1.58 | -2.55 | -4.68 | -8.45 | 11.36 | 0.57 | 0.96 | 7.8 |
| 2012 | 4.24 | 4.14 | 2.47 | 0.8 | -6.1 | 2.68 | 0.21 | 3.5 | 2.65 | 0.45 | 0.9 | 1.86 | 18.8 |
| 2013 | 6.16 | 1.51 | 4.05 | 1.66 | 1.52 | -1.39 | 4.78 | -1.82 | 5.08 | 3.9 | 1.35 | 2.68 | 33.4 |
| 2014 | -3.44 | 5.4 | -0.48 | -1.36 | 2.81 | 3.35 | -2.09 | 4.5 | -3.03 | 3.36 | 3.07 | 0.35 | 12.6 |
| 2015 | -2.16 | 8.8 | 0 | -0.82 | 0.96 | -1.64 | 2.24 | -5.2 | -4.67 | 6.37 | 0.8 | -2.56 | 1.2 |
| 2016 | -7.29 | 0.94 | 7.8 | 0.67 | 2.62 | -0.09 | 4.87 | -0.35 | 0.27 | -2.75 | 3.1 | 0.6 | 10 |
| 2017 | 3.19 | 4.14 | 0.04 | 3.05 | 1.99 | -0.16 | 2.99 | 0.77 | 1.96 | 2.11 | 2.51 | 0.18 | 25.2 |
| 2018 | 4.41 | -5.43 | 0.68 | -0.97 | 2.22 | 2.25 | 2.74 | 1.82 | -0.14 | -8.53 | 3.74 | -8.82 | -7 |
| 2019 | 9.21 | 5.73 | 3.25 | 5.74 | -3.09 | 6.59 | 1.79 | 0.64 | 0.77 | 1.56 | 3.11 | -3.27 | 36.2 |
| 2020 | 4.33 | 6.12 | 1.15 | 9 | 13.21 | -20.79 | -7 | 3.28 | -3.44 | -2.21 | 12.79 | 4.24 | 16.8 |
| 2021 | -11.77 | 14.67 | -5.61 | 15.34 | 0.36 | 2.21 | 4.13 | 0.36 | -3.67 | 7.49 | -3.11 | -2.61 | 15.4 |
| 2022 | -10.6 | -3.76 | 2.69 | -8.72 | -0.67 | -8.4 | 11.1 | -3.92 | -9.27 | 7.07 | 7.47 | -9 | -25.6 |
| 2023 | 8.42 | -3.02 | 0.34 | 2.05 | -0.79 | 8.25 | 0.77 | -0.93 | -5.17 | -3.29 | 12.5 | 2.86 | 22.5 |
| 2024 | 1.1 | 19.3 |