Principal SmallCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -3.73 | 7.06 | 2.51 | 2.26 | -2.48 | -1.09 | -8.82 | 5.14 | 6.61 | 5.4 | 0 |
| 2002 | 0.26 | -4.53 | 7.62 | 0.83 | -2.73 | -3.74 | -11.29 | 0.6 | -6.03 | 0.95 | 5.73 | -4.73 | -17.1 |
| 2003 | -0.93 | -2.82 | 1.83 | 7.91 | 9.09 | 1.79 | 3.87 | 4.75 | -0.57 | 7.49 | 3.78 | 0.58 | 42.6 |
| 2004 | 3.92 | 0.84 | 0.83 | -6.79 | 1.33 | 4.51 | -5.08 | -1.03 | 5.18 | 1.2 | 7.72 | -1.94 | 10.2 |
| 2005 | -2.9 | 2.78 | -1.85 | -4.57 | 7.04 | 3.22 | 5.86 | -1.99 | 1.78 | -3.62 | 5.07 | -0.64 | 9.8 |
| 2006 | 8.19 | 0 | 3.99 | 0.68 | -5.72 | -0.12 | -4.88 | 1.81 | 0.98 | 6.21 | 2.52 | 0.56 | 14.2 |
| 2007 | 2.65 | -0.12 | 1.17 | 2.73 | 4.18 | -1.52 | -5.73 | 1.99 | 2.18 | 2.07 | -6.64 | -0.1 | 2.2 |
| 2008 | -6.89 | -3.46 | -0.36 | 4.38 | 4.54 | -8.03 | 1.36 | 3.04 | -8.64 | -20.33 | -12.05 | 5.43 | -36.6 |
| 2009 | -10.13 | -12.41 | 7.41 | 12.71 | 2.79 | 1.67 | 8.94 | 2.17 | 4.89 | -5.46 | 3.54 | 7.22 | 22 |
| 2010 | -3.45 | 4.28 | 7.45 | 5.45 | -6.87 | -7.53 | 5.66 | -6.74 | 11.4 | 4.45 | 2.77 | 7.13 | 24 |
| 2011 | -0.68 | 4.79 | 2.81 | 3.3 | -1.35 | -1.5 | -2.78 | -8.85 | -12.49 | 16.15 | 0.35 | 1.4 | -1.6 |
| 2012 | 5.59 | 3.99 | 2.58 | -0.55 | -7.52 | 3.6 | 0.06 | 3.66 | 2.29 | -2.18 | 0.87 | 2.17 | 14.8 |
| 2013 | 7.43 | 1.42 | 5.82 | -0.48 | 3.13 | -0.93 | 7.48 | -2.51 | 7.64 | 3.73 | 3.69 | 4.32 | 48.4 |
| 2014 | -3.31 | 6.02 | 0.17 | -3.48 | 1.74 | 5.12 | -6.16 | 3.64 | -6.2 | 3.88 | 1.36 | 3.44 | 5.3 |
| 2015 | -1.84 | 5.85 | 3.26 | -2.99 | 3.21 | 1.1 | 0.48 | -5.52 | -4.8 | 4.65 | 2.2 | -4.84 | -0.1 |
| 2016 | -9.08 | -0.16 | 7.2 | 0.25 | 3.1 | 0.87 | 4.67 | 1.19 | 0.82 | -4.01 | 10.04 | 2.49 | 17.3 |
| 2017 | 0.13 | 2.22 | 0.5 | 1.54 | -3.84 | 2.08 | 0.87 | -1.2 | 5.22 | 2.18 | 2.72 | 0.1 | 13 |
| 2018 | 3.19 | -3.37 | 1.27 | 1.78 | 5.85 | 1.54 | 0.74 | 4.74 | -3.72 | -11.49 | 2.88 | -12.88 | -11 |
| 2019 | 12.59 | 4.43 | -1.4 | 4.81 | -8.04 | 7.13 | 0.84 | -4.14 | 2.39 | 1.12 | 3.99 | -3.15 | 20.7 |
| 2020 | 6.39 | 3.25 | 2.99 | 8.71 | 14.75 | -22.66 | -8.88 | -1.32 | -3.35 | 0.82 | 15.94 | 7.61 | 19.3 |
| 2021 | -4.5 | 7.19 | 10.4 | 3.49 | 0.03 | 2.27 | -2.62 | 3.23 | -2.73 | 5.9 | -5.24 | -4.93 | 11.6 |
| 2022 | -9.42 | 1.35 | 0.58 | -9.45 | 0.51 | -8.89 | 10.66 | -1.6 | -9.63 | 11.36 | 1.89 | -6.8 | -20.3 |
| 2023 | 10.08 | -0.34 | -3.48 | -1.88 | -1.88 | 8.71 | 5.01 | -4.35 | -6.67 | -7.54 | 9.59 | 6.74 | 12.4 |
| 2024 | -2.21 | 6.5 |