Principal SmallCap 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 | -0.45 | -3.89 | -3.77 | 6.95 | 2.38 | 2.24 | -2.45 | -1.17 | -8.89 | 4.98 | 6.64 | 5.38 | 6.8 |
| 2002 | 0.17 | -4.55 | 7.6 | 0.74 | -2.77 | -3.77 | -11.41 | 0.59 | -6.06 | 0.94 | 5.67 | -4.78 | -17.6 |
| 2003 | -1.02 | -2.9 | 1.81 | 7.85 | 9.13 | 1.69 | 3.76 | 4.72 | -0.56 | 7.37 | 3.77 | 0.72 | 42 |
| 2004 | 3.83 | 0.91 | 0.76 | -6.92 | 1.32 | 4.43 | -5.15 | -1.03 | 5.11 | 1.2 | 7.66 | 3.6 | 15.8 |
| 2005 | -2.97 | 2.79 | -1.92 | -4.59 | 7 | 3.11 | 5.83 | -2 | 1.67 | -3.65 | 4.98 | -0.7 | 9.1 |
| 2006 | 8.21 | -0.06 | 3.91 | 0.63 | -5.73 | -0.18 | -5 | 1.84 | 0.93 | 6.17 | 2.44 | 0.57 | 13.7 |
| 2007 | 2.57 | -0.18 | 1.14 | 2.66 | 4.14 | -1.55 | -5.84 | 2.03 | 2.04 | 2.06 | -6.67 | -0.17 | 1.6 |
| 2008 | -6.86 | -3.61 | -0.37 | 4.35 | 4.45 | -8.05 | 1.32 | 2.98 | -8.67 | -20.37 | -12.11 | 5.4 | -37 |
| 2009 | -10.15 | -12.46 | 7.31 | 12.64 | 2.86 | 1.6 | 8.84 | 2.13 | 4.83 | -5.42 | 3.44 | 7.11 | 21.3 |
| 2010 | -3.45 | 4.29 | 7.36 | 5.42 | -6.96 | -7.56 | 5.63 | -6.83 | 11.44 | 4.33 | 2.77 | 7.11 | 23.5 |
| 2011 | -0.77 | 4.79 | 2.75 | 3.2 | -1.33 | -1.6 | -2.8 | -8.86 | -12.52 | 16.08 | 0.29 | 1.37 | -2.1 |
| 2012 | 5.49 | 3.99 | 2.47 | -0.51 | -7.59 | 3.52 | 0 | 3.67 | 2.25 | -2.26 | 0.9 | 2.1 | 14.2 |
| 2013 | 7.38 | 1.41 | 5.73 | -0.55 | 3.14 | -1.01 | 7.44 | -2.51 | 7.52 | 3.69 | 3.7 | 4.26 | 47.6 |
| 2014 | -3.35 | 5.99 | 0.09 | -3.54 | 1.72 | 5.07 | -6.21 | 3.61 | -6.21 | 3.77 | 1.33 | 3.47 | 4.8 |
| 2015 | -1.93 | 5.81 | 3.25 | -3.01 | 3.1 | 1.11 | 0.41 | -5.6 | -4.83 | 4.61 | 2.13 | -4.83 | -0.6 |
| 2016 | -9.11 | -0.23 | 7.13 | 0.27 | 3.03 | 0.88 | 4.6 | 1.17 | 0.72 | -4.08 | 10.05 | 2.42 | 16.7 |
| 2017 | 0.09 | 2.22 | 0.4 | 1.5 | -3.87 | 2.04 | 0.84 | -1.28 | 5.21 | 2.12 | 2.65 | 0.05 | 12.3 |
| 2018 | 3.16 | -3.4 | 1.23 | 1.7 | 5.86 | 1.49 | 0.68 | 4.7 | -3.74 | -11.57 | 2.88 | -12.95 | -11.4 |
| 2019 | 12.56 | 4.4 | -1.47 | 4.83 | -8.12 | 7.13 | 0.77 | -4.16 | 2.35 | 1.07 | 3.96 | -3.34 | 19.9 |
| 2020 | 6.37 | 3.23 | 2.94 | 8.68 | 14.73 | -22.72 | -8.91 | -1.34 | -3.48 | 0.8 | 15.88 | -0.54 | 18.7 |
| 2021 | 2.51 | 7.1 | 2.83 | 11.87 | 0 | 2.25 | -2.68 | 3.2 | -2.77 | 5.83 | -5.25 | -5.71 | 10.2 |
| 2022 | -9.43 | 1.3 | 0.56 | -9.51 | 0.48 | -8.92 | 10.61 | -1.65 | -9.67 | 11.34 | 1.84 | -6.64 | -20.5 |
| 2023 | 10.02 | -0.42 | -3.46 | -1.92 | -1.91 | 8.62 | 5.01 | -4.42 | -6.7 | -7.58 | 9.56 | 6.74 | 11.9 |
| 2024 | -2.19 | 4 |