Principal MidCap Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4.97 | -2.93 | 0 |
2005 | -2.82 | 2.04 | -0.62 | -3.02 | 3.83 | 1.38 | 4.17 | 0 | 1.75 | -2.08 | 3.44 | -4.73 | 2.9 |
2006 | 3.41 | -1.36 | 2.25 | 1 | -3.03 | 0.29 | -1.45 | 3.6 | 1.13 | 3.3 | 2.99 | 0.44 | 13 |
2007 | 2.46 | 0.28 | 0.28 | 5.26 | 4.47 | -1.53 | -4.6 | 0.41 | 4.13 | 2.21 | -4.2 | -0.32 | 8.6 |
2008 | -4.58 | 0.46 | -2.69 | 4.98 | 5.95 | -5.33 | -4.36 | 1.49 | -9.44 | -20.17 | -7.49 | 3.07 | -34.3 |
2009 | -3.83 | -9.46 | 5.64 | 10.94 | 6.34 | -0.33 | 7.2 | 3.2 | 4.3 | -2.4 | 5.51 | 2.63 | 31.9 |
2010 | -2.27 | 4.28 | 4.73 | 4.52 | -5.95 | -3.38 | 4.94 | -4.19 | 8.75 | 3.86 | -0.24 | 6.89 | 22.8 |
2011 | 1.63 | 5.19 | 1.96 | 3.63 | 0.55 | -1.57 | -2.64 | -4.77 | -8.45 | 11.27 | 0.51 | 0.91 | 7.1 |
2012 | 4.16 | 4.14 | 2.41 | 0.69 | -6.13 | 2.64 | 0.14 | 3.43 | 2.62 | 0.34 | 0.94 | 1.73 | 18 |
2013 | 6.15 | 1.51 | 3.91 | 1.61 | 1.47 | -1.39 | 4.7 | -1.91 | 5.03 | 3.86 | 1.31 | 2.27 | 32.1 |
2014 | -3.15 | 5.34 | -0.51 | -1.43 | 2.74 | 3.37 | -2.19 | 4.48 | -3.1 | 3.29 | 3.04 | 0.31 | 12.4 |
2015 | -2.28 | 8.74 | -0.05 | -0.82 | 0.88 | -1.69 | 2.18 | -5.27 | -4.7 | 6.35 | 0.71 | -2.63 | 0.5 |
2016 | -7.31 | 0.89 | 7.76 | 0.56 | 2.59 | -0.15 | 4.81 | -0.43 | 0.24 | -2.8 | 3.02 | 0.59 | 9.4 |
2017 | 3.13 | 4.11 | -0.04 | 3 | 1.96 | -0.21 | 2.91 | 0.71 | 1.94 | 2.07 | 2.42 | 0.16 | 24.4 |
2018 | 4.33 | -5.49 | 0.65 | -1.01 | 2.16 | 2.16 | 2.7 | 1.78 | -0.19 | -8.58 | 3.69 | -8.88 | -7.6 |
2019 | 9.14 | 5.68 | 3.24 | 5.66 | -3.17 | 6.58 | 1.74 | 0.6 | 0.67 | 1.54 | 3.08 | -3.44 | 35.2 |
2020 | 4.27 | 6.07 | 1.09 | 8.97 | 13.11 | -20.8 | -7.04 | 3.24 | -3.61 | -2.28 | 12.74 | 4.2 | 15.9 |
2021 | -12.73 | 5.81 | 11.85 | 6.44 | 0.29 | 2.16 | 4.07 | 0.32 | -3.74 | 7.46 | -3.17 | -3.65 | 13.5 |
2022 | -10.64 | -3.84 | 2.67 | -8.77 | -0.72 | -8.44 | 11.04 | -3.98 | -9.32 | 7 | 7.45 | -9.49 | -26.4 |
2023 | 8.41 | -3.08 | 0.29 | 2 | -0.84 | 8.18 | 0.72 | -0.97 | -5.23 | -3.34 | 12.48 | 2.38 | 21.3 |
2024 | 1.05 | 18.7 |