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 | -3.47 | -2.79 | 5.54 | 1.46 | -0.19 | -1.73 | -1.76 | -7.56 | 0.43 | 5.57 | 3.17 | -3.7 |
2002 | -0.4 | 0.4 | 3.95 | -0.67 | 0.96 | -6.54 | -5.88 | 2.91 | -6.28 | 1.12 | 2.32 | -0.27 | -8.8 |
2003 | -2.18 | -1 | 1.35 | 5.44 | 7.05 | 1.08 | 1.85 | 2.77 | -0.84 | 6.28 | 4.32 | 3.22 | 33 |
2004 | 2.06 | 2.91 | -0.08 | -2.35 | 1.85 | 1.7 | -3.35 | 0.81 | 2.8 | 1.4 | 4.91 | 3.64 | 17.2 |
2005 | -2.79 | 2.17 | -0.68 | -2.98 | 3.94 | 1.36 | 4.19 | 0.14 | 1.79 | -2.11 | 3.53 | -4.64 | 3.5 |
2006 | 3.43 | -1.27 | 2.29 | 0.98 | -2.91 | 0.29 | -1.42 | 3.68 | 1.18 | 3.23 | 3.13 | 0.48 | 13.6 |
2007 | 2.48 | 0.28 | 0.34 | 5.35 | 4.5 | -1.56 | -4.56 | 0.46 | 4.16 | 2.28 | -4.15 | -0.24 | 9.2 |
2008 | -4.59 | 0.53 | -2.69 | 5.07 | 5.99 | -5.31 | -4.3 | 1.52 | -9.45 | -20.12 | -7.46 | 3.2 | -33.9 |
2009 | -3.93 | -9.25 | 5.7 | 10.9 | 6.44 | -0.42 | 7.36 | 3.18 | 4.43 | -2.4 | 5.67 | 2.62 | 32.6 |
2010 | -2.27 | 4.39 | 4.72 | 4.5 | -5.8 | -3.41 | 5 | -4.1 | 8.81 | 3.85 | -0.15 | 6.83 | 23.3 |
2011 | 1.71 | 5.2 | 2.02 | 3.69 | 0.59 | -1.57 | -2.59 | -4.64 | -8.45 | 11.26 | 0.63 | 0.89 | 7.7 |
2012 | 4.2 | 4.18 | 2.45 | 0.8 | -6.12 | 2.66 | 0.2 | 3.47 | 2.7 | 0.38 | 0.96 | 1.82 | 18.7 |
2013 | 6.17 | 1.5 | 3.95 | 1.7 | 1.45 | -1.32 | 4.74 | -1.86 | 5.1 | 3.87 | 1.34 | 2.7 | 33.2 |
2014 | -3.46 | 5.41 | -0.53 | -1.35 | 2.78 | 3.37 | -2.11 | 4.51 | -3.06 | 3.34 | 3.1 | 0.35 | 12.5 |
2015 | -2.24 | 8.77 | 0 | -0.82 | 0.95 | -1.63 | 2.18 | -5.2 | -4.68 | 6.37 | 0.75 | -2.54 | 1 |
2016 | -7.29 | 0.93 | 7.79 | 0.62 | 2.65 | -0.09 | 4.84 | -0.35 | 0.26 | -2.77 | 3.08 | 0.64 | 10 |
2017 | 3.12 | 4.19 | -0.04 | 3.07 | 1.97 | -0.16 | 2.96 | 0.77 | 1.98 | 2.09 | 2.45 | 0.18 | 25 |
2018 | 4.42 | -5.47 | 0.71 | -1 | 2.21 | 2.23 | 2.72 | 1.84 | -0.17 | -8.54 | 3.75 | -8.83 | -7.1 |
2019 | 9.2 | 5.74 | 3.23 | 5.74 | -3.1 | 6.58 | 1.77 | 0.64 | 0.73 | 1.55 | 3.13 | -3.1 | 36.3 |
2020 | 4.34 | 6.11 | 1.11 | 8.97 | 13.24 | -20.8 | -7.01 | 3.29 | -3.44 | -2.22 | 12.8 | -3.73 | 16.7 |
2021 | -4.44 | 5.85 | 10.7 | 6.48 | 0.3 | 2.23 | 4.11 | 0.36 | -3.69 | 7.5 | -3.11 | -2.57 | 15.3 |
2022 | -10.62 | -3.8 | 2.71 | -8.73 | -0.66 | -8.41 | 11.07 | -3.93 | -9.29 | 7.07 | 7.46 | -9.02 | -25.7 |
2023 | 8.45 | -3.04 | 0.31 | 2.04 | -0.79 | 8.25 | 0.76 | -0.95 | -5.17 | -3.31 | 12.52 | 2.85 | 22.4 |
2024 | 1.09 | 19.2 |