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 | 2.32 | -2.53 | -1.08 | -8.88 | 5.07 | 6.62 | 5.29 | 6.9 |
| 2002 | 0.25 | -4.55 | 7.59 | 0.82 | -2.77 | -3.85 | -11.31 | 0.59 | -6.34 | 0.94 | 5.68 | -4.69 | -17.6 |
| 2003 | -1.13 | -2.8 | 1.81 | 7.85 | 9.13 | 1.78 | 3.76 | 4.72 | -0.56 | 7.44 | 3.77 | 0.72 | 42.2 |
| 2004 | 3.9 | 0.83 | 0.83 | -6.9 | 1.32 | 4.49 | -5.13 | -1.02 | 5.1 | 1.19 | 7.71 | 3.59 | 16 |
| 2005 | -2.89 | 2.71 | -1.85 | -4.64 | 7.05 | 3.16 | 5.81 | -1.99 | 1.78 | -3.69 | 5.02 | -0.64 | 9.4 |
| 2006 | 8.22 | 0.35 | 3.99 | 0.68 | -5.77 | -0.12 | -5 | 1.82 | 0.98 | 6.15 | 2.53 | 0.51 | 14.3 |
| 2007 | 2.66 | -0.18 | 1.18 | 2.68 | 4.08 | -1.53 | -5.75 | 2 | 2.07 | 2.09 | -6.68 | -0.17 | 1.8 |
| 2008 | -6.87 | -3.55 | -0.36 | 4.34 | 4.51 | -8.03 | 1.3 | 2.99 | -8.65 | -20.38 | -11.99 | 5.29 | -36.9 |
| 2009 | -10.09 | -12.49 | 7.33 | 12.68 | 2.81 | 1.58 | 8.91 | 2.19 | 4.84 | -5.42 | 3.47 | 7.16 | 21.6 |
| 2010 | -3.48 | 4.31 | 7.33 | 5.49 | -6.92 | -7.51 | 5.62 | -6.79 | 11.33 | 4.42 | 2.72 | 7.21 | 23.7 |
| 2011 | -0.75 | 4.77 | 2.77 | 3.21 | -1.31 | -1.58 | -2.82 | -8.83 | -12.57 | 16.2 | 0.28 | 1.35 | -2 |
| 2012 | 5.6 | 3.98 | 2.49 | -0.5 | -7.63 | 3.59 | 0 | 3.66 | 2.27 | -2.22 | 0.88 | 2.1 | 14.4 |
| 2013 | 7.42 | 1.44 | 5.79 | -0.54 | 3.13 | -0.99 | 7.5 | -2.55 | 7.61 | 3.7 | 3.66 | 4.3 | 47.9 |
| 2014 | -3.32 | 5.98 | 0.13 | -3.54 | 1.72 | 5.08 | -6.19 | 3.61 | -6.19 | 3.81 | 1.34 | 3.42 | 5 |
| 2015 | -1.88 | 5.79 | 3.29 | -3.01 | 3.15 | 1.08 | 0.44 | -5.57 | -4.82 | 4.62 | 2.16 | -4.83 | -0.4 |
| 2016 | -9.07 | -0.22 | 7.12 | 0.31 | 3.03 | 0.85 | 4.65 | 1.18 | 0.75 | -4.03 | 10.05 | 2.43 | 16.9 |
| 2017 | 0.09 | 2.24 | 0.43 | 1.54 | -3.87 | 2.06 | 0.81 | -1.19 | 5.21 | 2.09 | 2.72 | 0.05 | 12.6 |
| 2018 | 3.17 | -3.4 | 1.23 | 1.76 | 5.88 | 1.48 | 0.73 | 4.71 | -3.74 | -11.54 | 2.86 | -12.87 | -11.2 |
| 2019 | 12.56 | 4.41 | -1.45 | 4.85 | -8.08 | 7.11 | 0.78 | -4.16 | 2.39 | 1.07 | 4.01 | -3.19 | 20.3 |
| 2020 | 6.36 | 3.23 | 2.96 | 8.73 | 14.69 | -22.71 | -8.86 | -1.33 | -3.32 | 0.76 | 15.92 | -0.13 | 19.1 |
| 2021 | 2.54 | 7.16 | 10.75 | 3.44 | 0.03 | 2.24 | -2.64 | 3.21 | -2.75 | 5.86 | -5.23 | -5.29 | 11 |
| 2022 | -9.43 | 1.3 | 0.57 | -9.47 | 0.46 | -8.88 | 10.65 | -1.64 | -9.66 | 11.34 | 1.86 | -6.63 | -20.4 |
| 2023 | 10.06 | -0.4 | -3.46 | -1.93 | -1.89 | 8.68 | 5 | -4.38 | -6.7 | -7.52 | 9.54 | 6.84 | 12.2 |
| 2024 | -2.25 | 14.2 |