Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 3.3 5.6 0.4 -7.5 -1.8 -1.6 -0.2 1.5 5.7 -3 0 0 0
2002 -0.2 2.3 1.1 -6.3 3 -5.9 -6.4 1 -0.7 4 0.4 -0.4 -8.5
2003 3.3 3.7 6.3 -0.8 2.8 1.8 1.2 7.1 5.5 1.4 -0.9 -2.2 32.7
2004 -2.9 4.9 1.4 2.8 0.9 -3.3 1.4 1.9 -2.3 -0.1 3 2 9.8
2005 -4.6 3.6 -2.1 1.8 0.1 4.2 1.4 4 -2.9 -0.6 2.2 -2.8 3.9
2006 0.5 3.1 3.4 1.3 3.7 -1.4 0.4 -2.9 1.1 2.3 -1.2 3.4 14
2007 -0.2 -4.1 2.3 4.2 0.5 -4.5 -1.5 4.5 5.3 0.4 0.3 2.6 9.5
2008 3.2 -7.4 -20.2 -9.4 1.6 -4.3 -5.3 6.1 5 -2.6 0.6 -4.6 -33.7
2009 2.7 5.7 -2.4 4.4 3.3 7.3 -0.3 6.5 11 5.7 -9.3 -3.8 33.1
2010 7 -0.2 3.9 8.8 -4 5 -3.3 -5.8 4.5 4.7 4.4 -2.2 23.8
2011 0.9 0.7 11.3 -8.4 -4.7 -2.6 -1.5 0.6 3.8 2 5.3 1.6 8
2012 1.9 1 0.4 2.7 3.5 0.3 2.7 -6.1 0.8 2.5 4.2 4.3 19.1
2013 2.7 1.4 3.9 5.1 -1.9 4.8 -1.3 1.5 1.7 4 1.6 6.2 33.6
2014 0.7 3.1 3.3 -3 4.5 -2.1 3.4 2.8 -1.4 -0.5 5.4 -3.4 13.2
2015 -2.5 0.8 6.5 -4.7 -5.2 2.2 -1.6 1 -0.8 0 8.8 -2.2 1.4
2016 0.7 3.1 -2.7 0.3 -0.4 4.9 -0.1 2.6 0.7 7.8 0.9 -7.3 10.3
2017 0.2 2.5 2.1 2 0.8 3 -0.2 2 3.1 0 4.2 3.2 25.3
2018 -8.8 3.8 -8.5 -0.1 1.9 2.7 2.2 2.3 -1 0.7 -5.4 4.4 -6.9
2019 -3.3 3.1 1.6 0.8 0.7 1.8 6.6 -3.1 5.8 3.3 5.8 9.2 36.3
2020 4.3 12.8 -2.2 -3.4 4.4 6.1 1.2 9 13.2 -20.8 -7 3.3 17
2021 -2.5 -3.1 7.5 -3.7 0.4 4.1 2.2 0.4 6.5 10.6 5.9 -11.6 15.8
2022 -9 7.5 7.1 -9.3 -3.9 11.1 -8.4 -0.7 -8.7 2.7 -3.8 -10.6 -25.4
2023 2.9 12.6 -3.3 -5.2 -0.9 0.8 8.3 -0.8 2.1 0.4 -3 8.5 22.8
2024 -1.6 3.8 5.7 1.1 0 0 0 0 0 0 0 0 9.2