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 | 2.47 | 2.23 | -2.45 | -1.16 | -8.88 | 5.17 | 6.62 | 5.33 | 7 |
| 2002 | 0.25 | -4.47 | 7.5 | 0.82 | -2.77 | -3.77 | -11.3 | 0.59 | -5.95 | 0.93 | 5.65 | -4.66 | -17.2 |
| 2003 | -1.02 | -2.88 | 1.8 | 7.92 | 9.17 | 1.77 | 3.74 | 4.77 | -0.56 | 7.4 | 3.82 | 0.72 | 42.4 |
| 2004 | 3.87 | 0.9 | 0.82 | -6.86 | 1.31 | 4.46 | -5.1 | -1.02 | 5.13 | 1.19 | 7.72 | 3.63 | 16.2 |
| 2005 | -2.94 | 2.76 | -1.83 | -4.6 | 6.98 | 3.2 | 5.88 | -2.03 | 1.77 | -3.65 | 5.04 | -0.63 | 9.5 |
| 2006 | 8.2 | -0.06 | 3.96 | 0.67 | -5.74 | -0.12 | -4.97 | 1.87 | 0.92 | 6.24 | 2.45 | 0.56 | 13.9 |
| 2007 | 2.64 | -0.18 | 1.17 | 2.66 | 4.17 | -1.57 | -5.77 | 2.04 | 2.11 | 2.07 | -6.68 | -0.17 | 1.9 |
| 2008 | -6.81 | -3.59 | -0.36 | 4.38 | 4.47 | -8.03 | 1.36 | 3.04 | -8.64 | -20.41 | -11.97 | 5.29 | -36.8 |
| 2009 | -10.1 | -12.37 | 7.25 | 12.68 | 2.89 | 1.56 | 8.92 | 2.17 | 4.88 | -5.45 | 3.44 | 7.24 | 21.8 |
| 2010 | -3.45 | 4.26 | 7.35 | 5.52 | -6.93 | -7.52 | 5.65 | -6.81 | 11.39 | 4.45 | 2.69 | 7.21 | 23.8 |
| 2011 | -0.75 | 4.79 | 2.81 | 3.24 | -1.29 | -1.62 | -2.79 | -8.79 | -12.57 | 16.18 | 0.28 | 1.4 | -1.8 |
| 2012 | 5.6 | 3.99 | 2.52 | -0.55 | -7.54 | 3.54 | 0.06 | 3.61 | 2.3 | -2.19 | 0.87 | 2.09 | 14.5 |
| 2013 | 7.45 | 1.42 | 5.77 | -0.48 | 3.09 | -0.93 | 7.46 | -2.52 | 7.62 | 3.7 | 3.66 | 4.32 | 48.1 |
| 2014 | -3.32 | 5.99 | 0.13 | -3.49 | 1.74 | 5.09 | -6.18 | 3.61 | -6.19 | 3.8 | 1.37 | 3.46 | 5.1 |
| 2015 | -1.89 | 5.84 | 3.24 | -2.96 | 3.14 | 1.1 | 0.44 | -5.56 | -4.79 | 4.64 | 2.17 | -4.83 | -0.3 |
| 2016 | -9.1 | -0.22 | 7.16 | 0.3 | 3.08 | 0.88 | 4.66 | 1.16 | 0.78 | -4.05 | 10.05 | 2.46 | 17 |
| 2017 | 0.09 | 2.24 | 0.46 | 1.55 | -3.88 | 2.06 | 0.88 | -1.25 | 5.23 | 2.12 | 2.71 | 0.08 | 12.7 |
| 2018 | 3.18 | -3.36 | 1.24 | 1.76 | 5.83 | 1.52 | 0.71 | 4.72 | -3.69 | -11.54 | 2.88 | -12.89 | -11.1 |
| 2019 | 12.57 | 4.44 | -1.42 | 4.82 | -8.05 | 7.12 | 0.81 | -4.14 | 2.37 | 1.09 | 3.99 | -3.11 | 20.6 |
| 2020 | 6.38 | 3.24 | 2.93 | 8.77 | 14.74 | -22.7 | -8.89 | -1.34 | -3.27 | 0.78 | 15.98 | 7.57 | 19.2 |
| 2021 | -4.6 | 7.18 | 10.52 | 3.47 | 0.03 | 2.24 | -2.62 | 3.21 | -2.74 | 5.88 | -5.25 | -5.03 | 11.4 |
| 2022 | -9.43 | 1.33 | 0.58 | -9.48 | 0.48 | -8.87 | 10.65 | -1.62 | -9.63 | 11.32 | 1.88 | -6.68 | -20.3 |
| 2023 | 10.06 | -0.38 | -3.46 | -1.91 | -1.87 | 8.68 | 5.02 | -4.38 | -6.7 | -7.51 | 9.57 | 6.81 | 12.3 |
| 2024 | -2.21 | 6.5 |