Principal Funds

  • Principal MidCap Value Fund I

Principal MidCap Value Fund I

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 2.4 5.8 3 3.4 -0.1 -2.1 0 0 0 0 0 0 0
2005 -6.9 2.9 -3.6 1.2 -0.3 4.5 3.6 4.5 -4 0.2 3.5 -1.6 3.2
2006 -0 3.7 4.6 1.4 1 -0.4 1 -3.3 0.9 2.2 -0.3 4.1 0
2007 0.8 -4.8 0.9 3.1 -0.6 -5.7 -3.1 3.4 3.9 1.5 0.3 3.2 2.4
2008 3.1 -7.9 -19.8 -10.5 2 -3.4 -6.9 4.4 6.5 -0.8 -2 -5.3 -35.9
2009 5.2 5.2 -4.7 5.9 5.9 9.2 -0.1 3.9 12.7 7.9 -10.5 -8.3 33.5
2010 7.3 1.1 3.7 9.7 -4.6 8.3 -6.8 -7.9 4.1 7.1 5.2 -3.3 24
2011 0.2 -0.6 12.7 -9.6 -7.4 -4 -2.3 -0.8 2.4 0.9 4.5 1.5 -4.2
2012 2.5 1.3 -0.2 1.9 2.9 0.5 3 -6.1 -0.5 2.2 4.1 5.4 17.6
2013 2.8 2.1 3.4 4 -2.9 5.3 -1.2 2.2 1 4.3 1.8 6.8 33.3
2014 1.4 2.7 2.6 -3.9 4.8 -2.8 3 1.8 0 0.8 5.4 -1.8 14.3
2015 -3.7 0.2 5.6 -4.1 -5 -0.3 -2.8 1.5 -0.9 0.1 4.5 -2.3 -7.5
2016 1.2 7.1 -3 0.4 0.9 2.9 0 2.1 1.3 8.8 -0.2 -6.7 14.9
2017 0.9 3.1 1.5 3 -1.1 1.7 0.9 -1.4 0.7 -0.3 2.7 1.9 0
2018 -10.2 2.1 -7.6 -0.4 1.4 3.4 1.1 1 0.2 -0.4 -4 2.7 -11.3
2019 -2.5 2.6 0.5 3.7 -2.9 0.9 6.8 -6.3 3.9 0.2 3.5 9.4 20.5
2020 -6.4 13.6 0.6 -3.4 3.8 3.7 0.8 5.3 13.1 -19.8 -9.9 -2.5 5
2021 -4.8 -2.8 4.6 -4.4 2.3 1.4 -2.1 2 17.9 6.1 8.9 0 17
2022 -10.4 5.7 10.5 -8.4 -3.3 8.1 -9.8 2.3 -3.8 2.7 -0.2 -3.9 -12.3
2023 1.3 8.2 -3.5 -4.4 -2.8 3.8 7.6 -4.6 -0.2 -2.4 -2.3 6.5 6.1
2024 -4.4 5.4 4.5 -0.5 0 0 0 0 0 0 0 0 4.7