Principal SmallCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -4.21 | 7.49 | 2.42 | 2.27 | -2.57 | -1.18 | -8.85 | 4.95 | 6.55 | 5.33 | 0 |
| 2002 | 0.17 | -4.54 | 7.45 | 0.75 | -2.82 | -3.84 | -11.36 | 0.5 | -6.08 | 0.85 | 5.68 | -4.78 | -17.9 |
| 2003 | -1.15 | -2.85 | 1.74 | 7.91 | 9.02 | 1.73 | 3.66 | 4.74 | -0.66 | 7.37 | 3.78 | 0.66 | 41.5 |
| 2004 | 3.85 | 0.86 | 0.71 | -6.88 | 1.28 | 4.39 | -5.13 | -1.13 | 5.17 | 1.16 | 7.64 | 3.56 | 15.5 |
| 2005 | -2.99 | 2.8 | -1.9 | -4.72 | 6.99 | 3.2 | 5.8 | -2.06 | 1.72 | -3.69 | 5 | -0.66 | 9 |
| 2006 | 8.19 | -0.12 | 3.91 | 0.65 | -5.73 | -0.19 | -4.97 | 1.76 | 0.9 | 6.17 | 2.46 | 0.53 | 13.5 |
| 2007 | 2.59 | -0.19 | 1.17 | 2.63 | 4.11 | -1.54 | -5.81 | 1.97 | 2.12 | 2.07 | -6.67 | -0.18 | 1.7 |
| 2008 | -6.84 | -3.52 | -0.38 | 4.35 | 4.54 | -8.05 | 1.29 | 3.08 | -8.61 | -20.43 | -12.04 | 5.34 | -36.8 |
| 2009 | -10.11 | -12.45 | 7.32 | 12.61 | 2.86 | 1.56 | 8.86 | 2.11 | 4.92 | -5.53 | 3.48 | 7.1 | 21.3 |
| 2010 | -3.4 | 4.27 | 7.3 | 5.47 | -6.92 | -7.6 | 5.67 | -6.83 | 11.33 | 4.42 | 2.72 | 7.15 | 23.5 |
| 2011 | -0.73 | 4.75 | 2.72 | 3.26 | -1.38 | -1.53 | -2.85 | -8.86 | -12.55 | 16.19 | 0.23 | 1.43 | -2 |
| 2012 | 5.56 | 3.93 | 2.5 | -0.53 | -7.55 | 3.51 | 0 | 3.67 | 2.27 | -2.28 | 0.87 | 2.14 | 14.2 |
| 2013 | 7.4 | 1.4 | 5.77 | -0.51 | 3.09 | -0.94 | 7.44 | -2.5 | 7.53 | 3.73 | 3.64 | 4.33 | 47.9 |
| 2014 | -3.34 | 5.97 | 0.14 | -3.54 | 1.74 | 5.07 | -6.18 | 3.61 | -6.22 | 3.86 | 1.33 | 3.46 | 5 |
| 2015 | -1.86 | 5.79 | 3.29 | -3.04 | 3.18 | 1.11 | 0.43 | -5.6 | -4.77 | 4.59 | 2.17 | -4.83 | -0.4 |
| 2016 | -9.06 | -0.24 | 7.19 | 0.28 | 3.04 | 0.91 | 4.62 | 1.17 | 0.8 | -4.04 | 10.07 | 2.44 | 17.1 |
| 2017 | 0.1 | 2.27 | 0.42 | 1.56 | -3.9 | 2.07 | 0.83 | -1.19 | 5.19 | 2.11 | 2.72 | 0.08 | 12.7 |
| 2018 | 3.16 | -3.37 | 1.24 | 1.77 | 5.88 | 1.47 | 0.75 | 4.73 | -3.73 | -11.51 | 2.86 | -12.91 | -11.2 |
| 2019 | 12.52 | 4.46 | -1.44 | 4.8 | -8.07 | 7.15 | 0.81 | -4.16 | 2.36 | 1.13 | 4 | -3.79 | 19.7 |
| 2020 | 6.36 | 3.29 | 2.92 | 8.75 | 14.69 | -22.67 | -8.91 | -1.31 | -3.55 | 0.83 | 15.9 | -0.91 | 18.9 |
| 2021 | 2.55 | 7.13 | 11.68 | 3.46 | 0.04 | 2.25 | -2.63 | 3.21 | -2.72 | 5.89 | -5.26 | -6.02 | 10.2 |
| 2022 | -9.45 | 1.32 | 0.59 | -9.45 | 0.46 | -8.87 | 10.69 | -1.64 | -9.63 | 11.33 | 1.84 | -6.69 | -20.4 |
| 2023 | 10.08 | -0.4 | -3.45 | -1.92 | -1.87 | 8.7 | 4.99 | -4.38 | -6.71 | -7.52 | 9.6 | 6.31 | 11.8 |
| 2024 | -2.25 | 6.4 |