Principal SmallCap Growth Fund I
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -12.2 | 13.62 | 3.75 | 4.32 | -8.72 | -4.9 | -15.59 | 8.7 | 11.38 | 4.92 | 0 |
| 2002 | -2.64 | -9.26 | 7.21 | -6.73 | -4.22 | -8.66 | -18.66 | 1.72 | -7.71 | 0.2 | 9.35 | -8.92 | -41.1 |
| 2003 | -3.67 | -1.27 | 0.86 | 8.51 | 8.63 | 1.81 | 6.74 | 5.65 | -3.77 | 9.97 | 4.76 | 1.56 | 46.1 |
| 2004 | 4.47 | 0.27 | -0.13 | -5.34 | 1.69 | 2.77 | -7.42 | -2.48 | 6.73 | 2.66 | 6.82 | 3.7 | 13.4 |
| 2005 | -3.08 | 0.76 | -5.3 | -6.26 | 5.26 | 4.45 | 6.72 | -1.69 | 0.99 | -2.2 | 4.74 | 7.35 | 11.1 |
| 2006 | 9.78 | 0.21 | 4.82 | 0.61 | -8.12 | -2.32 | -6.45 | 1.57 | 0.83 | 4.25 | 4.19 | 0.86 | 9.3 |
| 2007 | 2.14 | 0.44 | 1.32 | 2.49 | 4.44 | 0.4 | -2.62 | 0.93 | 5.64 | 4.76 | -6.86 | 0.01 | 13.2 |
| 2008 | -12.31 | -4.6 | -1.3 | 6.73 | 5.19 | -6.82 | 0.13 | 2.39 | -13.04 | -21.92 | -14.49 | 5.93 | -45.5 |
| 2009 | -4 | -9.38 | 11.26 | 13.64 | 2.55 | 2.84 | 7.24 | 1.45 | 7.29 | -7.39 | 4.31 | 8.26 | 41.6 |
| 2010 | -4.38 | 5.17 | 8.99 | 3.61 | -6.47 | -6.38 | 6.68 | -5.19 | 14.61 | 4.17 | 5.53 | 6.35 | 34.8 |
| 2011 | 0 | 6.39 | 4.14 | 4.54 | -2.53 | -1.76 | -4.63 | -9.42 | -9.74 | 15.88 | 0 | -0.45 | -0.3 |
| 2012 | 7.62 | 3.96 | 2.51 | 0 | -8.21 | 3.73 | -0.92 | 3.63 | 2.1 | -2.64 | 0.6 | 1.68 | 14 |
| 2013 | 5.82 | 0.5 | 4.48 | -1.52 | 5.13 | 0.74 | 7.58 | -0.93 | 6.6 | 1.53 | 3.4 | 3.11 | 42.5 |
| 2014 | -0.17 | 5.24 | -4.41 | -6.47 | 0.18 | 6.36 | -6.15 | 4.94 | -4.36 | 4.65 | 0.6 | 2.66 | 1.9 |
| 2015 | -3.07 | 8.62 | 1.31 | -2.48 | 3.96 | 1.96 | 0.58 | -7.44 | -6.08 | 4.39 | 4.41 | -4.25 | 0.6 |
| 2016 | -11.38 | -0.93 | 6.95 | 1.5 | 2.96 | 0.12 | 6.21 | 0.67 | 1.45 | -5.4 | 7.92 | 0.12 | 8.9 |
| 2017 | 2.58 | 2.18 | 1.5 | 2.95 | -0.31 | 2.67 | 1.2 | 0.3 | 5.02 | 1.97 | 2.57 | 0.77 | 25.9 |
| 2018 | 4.42 | -2.12 | 0.19 | 0.09 | 6.94 | 1.75 | 0.69 | 7.25 | -0.41 | -12.22 | 0.38 | -11.18 | -6.1 |
| 2019 | 12.85 | 8.22 | -0.65 | 4.15 | -4.72 | 7.15 | 1.64 | -4.65 | -3.6 | 2.09 | 6.57 | -8.69 | 19.7 |
| 2020 | 5.35 | 5.2 | 3.74 | 11.27 | 15.91 | -17.85 | -5.93 | 0.77 | -8.54 | 1.08 | 13.88 | -13.38 | 32 |
| 2021 | 2.44 | 3.76 | -3.05 | 30.68 | -3.12 | 3.62 | -0.62 | 2.11 | -3.22 | 5.54 | -5.7 | -19 | -14.6 |
| 2022 | -13.54 | -0.68 | -0.46 | -10.68 | -2.31 | -7.24 | 9.36 | -2.2 | -8.09 | 7.79 | 3.08 | -7.01 | -29.7 |
| 2023 | 9.36 | -1.15 | -1.55 | -0.79 | -0.79 | 8 | 3.09 | -4.19 | -6.5 | -7.89 | 10.16 | 9.75 | 16.3 |
| 2024 | -2.64 | 20.8 |