Principal MidCap Value Fund I
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2004 | 1.6 | 4.24 | 1.42 | -3.17 | 1.92 | 3.97 | -2.09 | -0.19 | 3.44 | 2.97 | 5.76 | 2.06 | 23.8 |
| 2005 | -1.62 | 3.45 | 0.24 | -3.96 | 4.54 | 3.55 | 4.57 | -0.29 | 1.17 | -3.61 | 3 | 1.3 | 12.5 |
| 2006 | 4.08 | -0.3 | 2.27 | 0.89 | -3.3 | 1.06 | -0.45 | 1.05 | 1.34 | 4.64 | 3.73 | 0.03 | 15.8 |
| 2007 | 3.22 | 0.35 | 1.45 | 3.88 | 3.47 | -3.04 | -5.68 | -0.48 | 3.06 | 0.94 | -4.81 | 0.91 | 2.7 |
| 2008 | -5.37 | -1.92 | -0.77 | 6.6 | 4.34 | -6.78 | -3.47 | 2.05 | -10.49 | -19.78 | -7.83 | 3.15 | -35.8 |
| 2009 | -8.24 | -10.48 | 7.9 | 12.82 | 3.87 | -0.12 | 9.27 | 5.84 | 5.83 | -4.72 | 5.26 | 5.11 | 33.9 |
| 2010 | -3.3 | 5.26 | 7.03 | 4.06 | -7.89 | -6.76 | 8.32 | -4.46 | 9.72 | 3.66 | 1.07 | 7.34 | 24.3 |
| 2011 | 1.46 | 4.53 | 0.87 | 2.44 | -0.77 | -2.33 | -3.9 | -7.43 | -9.57 | 12.74 | -0.56 | 0.3 | -3.9 |
| 2012 | 5.38 | 4.12 | 2.2 | -0.5 | -6.05 | 3.07 | 0.45 | 2.96 | 1.8 | -0.14 | 1.27 | 2.45 | 17.8 |
| 2013 | 6.9 | 1.74 | 4.25 | 0.97 | 2.29 | -1.18 | 5.31 | -2.89 | 4.02 | 3.42 | 2.11 | 3.19 | 34.2 |
| 2014 | -2.13 | 5.43 | 0.84 | 0 | 1.79 | 3.08 | -2.74 | 4.76 | -3.89 | 2.55 | 2.73 | 1.61 | 14.5 |
| 2015 | -2.29 | 4.55 | 0.07 | -0.86 | 1.59 | -2.81 | -0.27 | -5.06 | -4.05 | 5.63 | 0.21 | -3.66 | -7.3 |
| 2016 | -6.7 | -0.17 | 8.84 | 1.35 | 2.12 | 0 | 3 | 0.9 | 0.37 | -2.95 | 7.22 | 1.2 | 15.3 |
| 2017 | 1.85 | 2.86 | -0.34 | 0.68 | -1.35 | 0.89 | 1.77 | -1.14 | 3.04 | 1.51 | 3.17 | 0.93 | 14.6 |
| 2018 | 2.79 | -4.07 | -0.4 | 0.27 | 1.08 | 1.07 | 3.43 | 1.34 | -0.44 | -7.59 | 2.05 | -10.18 | -11.1 |
| 2019 | 9.44 | 3.62 | 0.15 | 3.79 | -6.37 | 6.88 | 0.93 | -2.9 | 3.72 | 0.56 | 2.59 | -2.59 | 20.5 |
| 2020 | 3.75 | 3.63 | 0.83 | 5.35 | 13.1 | -19.81 | -9.83 | -2.45 | -3.57 | 0.63 | 13.58 | -6.42 | 5 |
| 2021 | 0 | 8.86 | 18.75 | 5.41 | 2.08 | -2.03 | 1.42 | 2.32 | -4.42 | 4.57 | -2.74 | -4.82 | 17.1 |
| 2022 | -3.87 | -0.3 | 2.73 | -3.76 | 2.28 | -9.75 | 8.13 | -3.25 | -8.33 | 10.52 | 5.71 | -10.51 | -12.3 |
| 2023 | 6.55 | -2.25 | -2.37 | -0.19 | -4.6 | 7.64 | 3.74 | -2.7 | -4.44 | -3.49 | 8.23 | 1.05 | 6.1 |
| 2024 | -0.49 | 12.9 |