Principal MidCap Value Fund I
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | 0 | 0 | 0 | 12.69 | 3.88 | -0.24 | 9.18 | 5.86 | 5.75 | -4.84 | 5.19 | 5.16 | 0 |
2010 | -3.4 | 5.28 | 6.96 | 3.99 | -7.93 | -6.8 | 8.27 | -4.58 | 9.6 | 3.61 | 1 | 7.35 | 23.5 |
2011 | 1.38 | 4.48 | 0.87 | 2.45 | -0.91 | -2.27 | -3.99 | -7.41 | -9.63 | 12.65 | -0.56 | 0.21 | -4.4 |
2012 | 5.32 | 4.06 | 2.21 | -0.58 | -6.08 | 3 | 0.37 | 2.91 | 1.81 | -0.21 | 1.21 | 2.44 | 17.2 |
2013 | 6.86 | 1.68 | 4.27 | 0.92 | 2.24 | -1.18 | 5.28 | -2.96 | 4.05 | 3.33 | 2.07 | 2.73 | 33 |
2014 | -1.75 | 5.4 | 0.78 | 0 | 1.74 | 3.04 | -2.82 | 4.74 | -3.86 | 2.51 | 2.63 | 1.28 | 14.1 |
2015 | -2.31 | 4.44 | 0.07 | -0.86 | 1.54 | -2.9 | -0.27 | -5.04 | -4.16 | 5.69 | 0.14 | -3.65 | -7.6 |
2016 | -6.75 | -0.17 | 8.74 | 1.37 | 2.14 | -0.08 | 2.95 | 0.91 | 0.37 | -2.98 | 7.14 | 1.15 | 14.8 |
2017 | 1.87 | 2.82 | -0.34 | 0.69 | -1.43 | 0.9 | 1.72 | -1.15 | 3 | 1.53 | 3.14 | 0.87 | 14.3 |
2018 | 2.75 | -4.04 | -0.41 | 0.2 | 1.02 | 1.08 | 3.4 | 1.35 | -0.51 | -7.61 | 2.08 | -10.17 | -11.3 |
2019 | 9.37 | 3.5 | 0.23 | 3.83 | -6.36 | 6.87 | 0.87 | -2.94 | 3.76 | 0.5 | 2.55 | -2.48 | 20.4 |
2020 | 3.79 | 3.6 | 0.84 | 5.33 | 12.94 | -19.79 | -9.86 | -2.41 | -3.44 | 0.64 | 13.52 | -6.45 | 5 |
2021 | 0 | 8.9 | 18.68 | 5.42 | 2.05 | -2.06 | 1.38 | 2.35 | -4.43 | 4.58 | -2.77 | -4.83 | 16.9 |
2022 | -3.86 | -0.3 | 2.71 | -3.75 | 2.25 | -9.76 | 8.11 | -3.23 | -8.39 | 10.53 | 5.67 | -10.49 | -12.4 |
2023 | 6.58 | -2.22 | -2.4 | -0.19 | -4.67 | 7.69 | 3.73 | -2.8 | -4.45 | -3.48 | 8.15 | 1.19 | 6.1 |
2024 | -0.5 | 13.1 |