Principal MidCap Value Fund I
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 0 | 0 | 0 | 0 | -2.09 | -0.19 | 3.35 | 2.88 | 5.77 | 2.33 | 0 |
| 2005 | -1.7 | 3.47 | 0.24 | -3.98 | 4.47 | 3.49 | 4.52 | -0.37 | 1.1 | -3.64 | 2.95 | -7.04 | 2.8 |
| 2006 | 4.1 | -0.3 | 2.13 | 0.89 | -3.39 | 0.99 | -0.38 | 0.99 | 1.28 | 4.6 | 3.69 | -0.07 | 15.2 |
| 2007 | 3.16 | 0.28 | 1.46 | 3.76 | 3.43 | -3.06 | -5.72 | -0.56 | 3.09 | 0.89 | -4.93 | 0.91 | 2.1 |
| 2008 | -5.4 | -2.02 | -0.77 | 6.48 | 4.38 | -6.92 | -3.42 | 1.99 | -10.51 | -19.89 | -7.8 | 3.12 | -36.1 |
| 2009 | -8.4 | -10.53 | 7.95 | 12.75 | 3.89 | -0.24 | 9.21 | 5.88 | 5.66 | -4.66 | 5.2 | 5.07 | 33.1 |
| 2010 | -3.41 | 5.29 | 6.98 | 4.41 | -7.87 | -6.81 | 8.19 | -4.5 | 9.62 | 3.61 | 1 | 7.32 | 24.1 |
| 2011 | 1.39 | 4.49 | 0.87 | 2.38 | -0.85 | -2.35 | -3.93 | -7.51 | -9.59 | 12.69 | -0.64 | 0.26 | -4.5 |
| 2012 | 5.34 | 4.07 | 2.14 | -0.51 | -6.1 | 2.94 | 0.45 | 2.91 | 1.82 | -0.21 | 1.22 | 2.37 | 17.2 |
| 2013 | 6.88 | 1.69 | 4.22 | 0.92 | 2.25 | -1.19 | 5.23 | -2.97 | 4 | 3.34 | 2.08 | 2.77 | 33 |
| 2014 | -1.82 | 5.35 | 0.85 | -0.07 | 1.75 | 3.05 | -2.84 | 4.76 | -3.94 | 2.52 | 2.65 | 1.05 | 13.7 |
| 2015 | -2.32 | 4.46 | 0 | -0.87 | 1.55 | -2.92 | -0.34 | -5 | -4.19 | 5.65 | 0.14 | -3.68 | -7.8 |
| 2016 | -6.78 | -0.18 | 8.69 | 1.37 | 2.07 | -0.08 | 2.97 | 0.91 | 0.3 | -3 | 7.11 | 1.21 | 14.6 |
| 2017 | 1.8 | 2.76 | -0.34 | 0.69 | -1.44 | 0.83 | 1.73 | -1.15 | 2.95 | 1.47 | 3.15 | 0.85 | 14 |
| 2018 | 2.76 | -4.12 | -0.41 | 0.2 | 1.03 | 1.01 | 3.42 | 1.23 | -0.45 | -7.65 | 2.02 | -10.21 | -11.5 |
| 2019 | 9.39 | 3.51 | 0.15 | 3.92 | -6.38 | 6.81 | 0.87 | -2.95 | 3.7 | 0.5 | 2.49 | -2.29 | 20.4 |
| 2020 | 3.72 | 3.61 | 0.76 | 5.34 | 12.98 | -19.84 | -9.88 | -2.41 | -3.14 | 0.56 | 13.5 | 4.51 | 5 |
| 2021 | -10.25 | 8.85 | 6.03 | 17.54 | 2.05 | -2.07 | 1.33 | 2.36 | -4.5 | 4.54 | -2.79 | -4.58 | 16.9 |
| 2022 | -3.93 | -0.3 | 2.72 | -3.82 | 2.26 | -9.8 | 8.08 | -3.25 | -8.42 | 10.51 | 5.69 | -10.24 | -12.4 |
| 2023 | 6.53 | -2.29 | -2.41 | -0.26 | -4.62 | 7.58 | 3.74 | -2.81 | -4.47 | -3.49 | 8.12 | 1.45 | 6 |
| 2024 | -0.5 | 12.8 |