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 5.7 3 3.4 -0.2 -2.1 0 0 0 0 0 0 0
2005 -7 2.9 -3.6 1.1 -0.3 4.6 3.5 4.5 -4 0.2 3.5 -1.7 3
2006 -0.1 3.8 4.6 1.3 1.1 -0.5 1.1 -3.4 0.9 2.2 -0.4 4.1 0
2007 0.9 -4.9 0.9 3.1 -0.6 -5.7 -3.1 3.4 3.8 1.5 0.3 3.2 2.3
2008 3.1 -7.9 -19.8 -10.5 2 -3.4 -6.9 4.4 6.6 -0.8 -2 -5.3 -36
2009 5.1 5.2 -4.7 5.8 5.8 9.2 -0.1 3.9 12.7 7.9 -10.5 -8.3 33.4
2010 7.3 1 3.7 9.6 -4.5 8.3 -6.8 -7.9 4 7.1 5.2 -3.3 0
2011 0.2 -0.6 12.7 -9.6 -7.4 -3.9 -2.3 -0.8 2.5 0.8 4.6 1.4 -4.3
2012 2.5 1.2 -0.2 1.9 2.9 0.4 3 -6.1 -0.5 2.2 4.1 5.4 17.5
2013 2.8 2.1 3.3 4.1 -3 5.3 -1.2 2.2 1 4.2 1.7 6.9 33.2
2014 1.3 2.7 2.5 -3.9 4.7 -2.8 3 1.7 0 0.8 5.4 -1.8 14.1
2015 -3.7 0.1 5.7 -4.2 -5.1 -0.3 -2.9 1.5 -0.9 0.1 4.5 -2.3 -7.7
2016 1.2 7.1 -2.9 0.3 0.9 3 -0.1 2.2 1.4 8.8 -0.3 -6.7 14.8
2017 0.9 3.1 1.5 3 -1.2 1.7 0.9 -1.4 0.7 -0.3 2.8 1.9 14.2
2018 -10.2 2 -7.6 -0.5 1.3 3.4 1.1 1 0.2 -0.4 -4.1 2.8 -11.4
2019 -2.4 2.6 0.5 3.8 -2.9 0.9 6.8 -6.4 3.9 0.2 3.6 9.4 20.5
2020 4.5 13.5 0.6 -3.4 3.7 3.7 0.8 5.3 13.1 -19.8 -9.9 -2.5 5
2021 -4.7 -2.8 4.6 -4.5 2.4 1.4 -2.1 2.1 5.4 6.3 21.5 -10.4 16.9
2022 -10.3 5.7 10.5 -8.4 -3.3 8.1 -9.8 2.3 -3.8 2.7 -0.3 -3.9 -12.3
2023 1.3 8.2 -3.5 -4.5 -2.8 3.7 7.6 -4.6 -0.3 -2.3 -2.3 6.5 6.1
2024 -4.5 5.4 4.6 -0.5 0 0 0 0 0 0 0 0 4.7