Principal SmallCap 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 | 7.2 | -2 | 0 |
| 2005 | -3.03 | 2.79 | -1.92 | -4.65 | 6.93 | 3.11 | 5.77 | -2 | 1.67 | -3.71 | 4.99 | -6.2 | 2.7 |
| 2006 | 8.09 | -0.06 | 3.86 | 0.63 | -5.8 | -0.18 | -4.96 | 1.78 | 0.88 | 6.13 | 2.45 | 0.52 | 13.2 |
| 2007 | 2.58 | -0.24 | 1.14 | 2.61 | 4.11 | -1.61 | -5.77 | 1.92 | 2.06 | 2.02 | -6.73 | -0.17 | 1.3 |
| 2008 | -6.92 | -3.57 | -0.37 | 4.32 | 4.42 | -8.13 | 1.26 | 3.01 | -8.7 | -20.37 | -12.06 | 5.24 | -37.2 |
| 2009 | -10.17 | -12.5 | 7.28 | 12.69 | 2.79 | 1.52 | 8.87 | 2.16 | 4.8 | -5.5 | 3.39 | 7.13 | 21 |
| 2010 | -3.5 | 4.26 | 7.31 | 5.43 | -6.92 | -7.6 | 5.55 | -6.78 | 11.27 | 4.41 | 2.66 | 7.09 | 23 |
| 2011 | -0.78 | 4.73 | 2.74 | 3.2 | -1.36 | -1.64 | -2.8 | -8.9 | -12.56 | 16.08 | 0.22 | 1.33 | -2.4 |
| 2012 | 5.47 | 3.94 | 2.53 | -0.58 | -7.64 | 3.53 | 0 | 3.62 | 2.24 | -2.32 | 0.86 | 2.03 | 13.8 |
| 2013 | 7.42 | 1.32 | 5.81 | -0.62 | 3.1 | -1.04 | 7.4 | -2.52 | 7.49 | 3.68 | 3.65 | 3.84 | 46.7 |
| 2014 | -2.98 | 5.91 | 0.09 | -3.55 | 1.67 | 5.03 | -6.22 | 3.58 | -6.26 | 3.78 | 1.32 | 3.38 | 4.9 |
| 2015 | -1.9 | 5.75 | 3.21 | -3.02 | 3.06 | 1.05 | 0.43 | -5.62 | -4.85 | 4.58 | 2.11 | -4.87 | -0.9 |
| 2016 | -9.14 | -0.24 | 7.12 | 0.22 | 2.98 | 0.86 | 4.58 | 1.12 | 0.75 | -4.1 | 10 | 2.38 | 16.3 |
| 2017 | 0.05 | 2.22 | 0.37 | 1.52 | -3.94 | 2.03 | 0.79 | -1.28 | 5.2 | 2.08 | 2.64 | 0 | 12 |
| 2018 | 3.13 | -3.43 | 1.2 | 1.73 | 5.78 | 1.48 | 0.67 | 4.65 | -3.77 | -11.58 | 2.84 | -12.98 | -11.7 |
| 2019 | 12.52 | 4.4 | -1.51 | 4.8 | -8.11 | 7.07 | 0.72 | -4.17 | 2.33 | 1.04 | 3.9 | -3.7 | 19.1 |
| 2020 | 6.31 | 3.17 | 2.9 | 8.7 | 14.71 | -22.73 | -8.94 | -1.38 | -3.62 | 0.75 | 15.89 | 7.54 | 18.2 |
| 2021 | -5.87 | 7.11 | 11.88 | 3.39 | 0 | 2.2 | -2.69 | 3.18 | -2.79 | 5.82 | -5.29 | -6.33 | 9.2 |
| 2022 | -9.46 | 1.27 | 0.52 | -9.49 | 0.38 | -8.92 | 10.63 | -1.7 | -9.68 | 11.25 | 1.86 | -6.69 | -20.8 |
| 2023 | 10.04 | -0.41 | -3.53 | -1.95 | -1.94 | 8.64 | 4.95 | -4.46 | -6.71 | -7.58 | 9.51 | 6.48 | 11.3 |
| 2024 | -2.3 | 5.9 |