Principal SmallCap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | -0.24 | 1.07 | 2.77 | 4.01 | -1.65 | -5.82 | 1.84 | 2.04 | 1.95 | -6.79 | -0.23 | 0 |
| 2008 | -6.94 | -3.62 | -0.44 | 4.29 | 4.33 | -8.1 | 1.18 | 3 | -8.74 | -20.47 | -12.13 | 5.23 | -37.5 |
| 2009 | -10.16 | -12.49 | 7.13 | 12.69 | 2.68 | 1.52 | 8.77 | 2.06 | 4.72 | -5.52 | 3.41 | 7.06 | 20.3 |
| 2010 | -3.61 | 4.29 | 7.26 | 5.38 | -6.97 | -7.65 | 5.59 | -6.91 | 11.27 | 4.37 | 2.6 | 7.08 | 22.4 |
| 2011 | -0.79 | 4.63 | 2.7 | 3.17 | -1.44 | -1.66 | -2.9 | -8.95 | -12.58 | 16.04 | 0.23 | 1.27 | -3 |
| 2012 | 5.48 | 3.93 | 2.43 | -0.66 | -7.63 | 3.52 | -0.07 | 3.54 | 2.21 | -2.3 | 0.74 | 2.07 | 13.3 |
| 2013 | 7.29 | 1.35 | 5.74 | -0.63 | 3.05 | -1.06 | 7.39 | -2.63 | 7.5 | 3.61 | 3.63 | 3.79 | 45.9 |
| 2014 | -3.01 | 5.91 | 0.05 | -3.59 | 1.62 | 4.97 | -6.25 | 3.53 | -6.3 | 3.74 | 1.31 | 3.39 | 4.5 |
| 2015 | -1.96 | 5.73 | 3.17 | -3.07 | 3.07 | 1.04 | 0.34 | -5.63 | -4.93 | 4.53 | 2.14 | -4.95 | -1.4 |
| 2016 | -9.17 | -0.25 | 7.04 | 0.23 | 2.93 | 0.78 | 4.55 | 1.11 | 0.68 | -4.12 | 9.95 | 2.36 | 15.8 |
| 2017 | 0 | 2.17 | 0.39 | 1.44 | -3.93 | 1.97 | 0.77 | -1.3 | 5.11 | 2.08 | 2.63 | -0.04 | 11.6 |
| 2018 | 3.1 | -3.47 | 1.17 | 1.68 | 5.77 | 1.43 | 0.66 | 4.64 | -3.81 | -11.57 | 2.75 | -13 | -12 |
| 2019 | 12.52 | 4.35 | -1.55 | 4.74 | -8.13 | 7.03 | 0.71 | -4.24 | 2.33 | 1 | 3.9 | -4.18 | 18.1 |
| 2020 | 6.27 | 3.17 | 2.88 | 8.61 | 14.65 | -22.76 | -8.96 | -1.43 | -3.85 | 0.74 | 15.85 | -2 | 17.4 |
| 2021 | 2.44 | 7.07 | 12.71 | 3.38 | -0.04 | 2.18 | -2.73 | 3.13 | -2.8 | 5.79 | -5.32 | -7.08 | 8 |
| 2022 | -9.49 | 1.25 | 0.47 | -9.55 | 0.42 | -8.95 | 10.57 | -1.76 | -9.68 | 11.18 | 1.78 | -6.69 | -21.1 |
| 2023 | 9.98 | -0.45 | -3.58 | -1.99 | -0.21 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.3 |