Principal Funds

  • Principal SmallCap Value Fund II

Principal SmallCap Value Fund II

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 3.4 8.8 0 0 0 0 0 0 0 0 0 0 0
2005 -4.4 3.8 -2 0.3 -1.9 7.3 3.6 6.5 -7.4 -1.6 2.1 -3.2 2.1
2006 1.5 2.2 5.4 1.3 2.2 -3.1 -0.2 -4.6 0.6 5.4 -0.6 8.5 19.6
2007 -0.6 -7.5 0.9 0.1 0 -7.1 -1.4 3.5 0.7 0.8 -0.2 1.7 -9.4
2008 5.5 -12.4 -21.1 -6.8 4.3 2.2 -11.1 3.5 1.7 0.3 -3.7 -4.7 -37.5
2009 7.1 3.5 -6.9 5.9 4.7 11.4 0.4 3.6 18.6 10.1 -12.9 -13 31.2
2010 8.3 3.1 4.3 11.4 -7.7 7.8 -8.9 -9.1 6.9 8 5.3 -2.7 26.4
2011 0.8 -0.5 14.9 -11.5 -9.3 -3.4 -2.1 -2.7 1.7 1.6 6 0.1 -6.6
2012 3.6 0.8 -1.1 3.2 3.3 -0.5 4.2 -6.9 -1.5 2.5 2.1 6.6 16.6
2013 1.8 4.1 3.6 5.3 -3.5 6.7 -0.4 4.5 -0.9 4.6 1.1 6.3 0
2014 2.6 0.5 5 -5.9 4.8 -5.6 4.2 0.7 -1.7 0.9 4.9 -3.9 0
2015 -5.2 2.3 4.9 -4.6 -4.6 -1.6 0.8 1.4 -1.9 1.7 6.8 -4.1 -4.9
2016 3.1 12.7 -3.7 1 1.6 4.7 -1 1.9 1.6 7.8 1.1 -7.4 0
2017 -0.7 2.4 1 6.7 -2.2 0.4 2.2 -4.2 1.2 -1 0.8 -0.5 6
2018 -12.4 1.7 -9.5 -2.4 2.4 1.5 -0.1 5 0.9 0.7 -4.6 1.6 -15.5
2019 2.8 1.9 1.1 4.4 -5.3 1.2 6.4 -8.3 4.4 -3.2 5.2 10.9 22
2020 8 17.9 3 -4.5 5 1.9 1.6 3.9 12.9 -24.3 -10.7 -4.7 2.8
2021 -10.3 -2.3 4.2 -1.4 2.1 -2.6 -1.7 3.2 3.4 22.9 11 -12.8 11.7
2022 -16.8 4.5 12.1 -9.7 -3.8 9.1 -9.1 3.4 -6.7 0.2 1.7 -3.8 -20.5
2023 8.9 8.3 -6 -5.3 -3.5 5.6 9.9 -1.5 -3.2 -5.3 -0.5 9.5 15.8
2024 0 0 4.9 -5.6 0 0 0 0 0 0 0 0 -1