Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 0.1 5.8 0.1 4.7 6 -6.8 0 0 0 0 0 0 0
1997 0 -0.8 -4 5.9 -0 8.2 4.2 8.3 1.7 -2.7 -1.7 2.7 22.9
1998 5.6 4 6.6 5.4 -20.8 -5.7 -0.8 -5.3 3.4 2.1 9.5 -0.4 -0.2
1999 -64.3 215.3 4.8 -4.6 -4.4 -3.7 3.3 -1.2 6.6 4.7 -6.9 -1.4 8.3
2000 7.8 -3.8 -1.3 -1 12.5 -3 6.9 -5.2 -8.5 1.5 12.2 -1.4 15.5
2001 -65.8 212.9 0.4 -8 -1.9 -1.7 -0.5 1.7 5.9 -3.2 -3.5 -1.6 -6.2
2002 -0.5 2.8 1.3 -6.5 3 -6.4 -6.6 1.1 -0.5 3.9 0.4 -0.6 -9.2
2003 3.3 3.3 6.7 -0.4 2.8 1.7 1.2 7 5.4 1.2 -1 -2.4 32.3
2004 3.6 4.9 1.4 2.8 0.9 -3.3 1.7 1.8 -2.4 -0.1 3 2 17.3
2005 -4.6 3.4 -2.1 1.8 0.1 4.2 1.4 4 -3 -0.6 2.1 -2.8 3.5
2006 0.5 3.1 3.3 1.3 3.6 -1.4 0.3 -2.9 1 2.3 -1.3 3.4 13.7
2007 -0.3 -4.1 2.2 4.1 0.5 -4.5 -1.5 4.5 5.3 0.4 0.3 2.5 9.2
2008 3.1 -7.4 -20.2 -9.5 1.5 -4.3 -5.3 6.1 5 -2.6 0.5 -4.6 -34
2009 2.7 5.6 -2.3 4.4 3.2 7.2 -0.4 6.4 10.9 5.8 -9.4 -3.9 32.5
2010 7 -0.2 3.9 8.8 -4.2 5 -3.4 -5.9 4.7 4.7 4.4 -2.3 23.4
2011 0.9 0.6 11.3 -8.5 -4.6 -2.6 -1.5 0.5 3.7 2 5.2 1.7 7.6
2012 1.8 0.9 0.4 2.7 3.5 0.2 2.6 -6.1 0.7 2.5 4.2 4.2 18.6
2013 2.6 1.4 3.9 5.1 -1.9 4.8 -1.4 1.5 1.6 4 1.5 6.2 33.2
2014 0.3 3.1 3.3 -3.1 4.5 -2.1 3.4 2.8 -1.4 -0.5 5.4 -3.5 12.4
2015 -2.6 0.8 6.4 -4.7 -5.2 2.2 -1.7 1 -0.8 0 8.8 -2.2 1
2016 0.6 3.1 -2.8 0.3 -0.4 4.9 -0.1 2.6 0.7 7.7 0.9 -7.3 9.9
2017 0.2 2.5 2.1 2 0.7 3 -0.2 2 3 0 4.2 3.1 24.9
2018 -8.8 3.7 -8.5 -0.1 1.8 2.7 2.2 2.2 -1 0.7 -5.5 4.4 -7.1
2019 -3.2 3.1 1.6 0.8 0.6 1.8 6.6 -3.1 5.7 3.3 5.7 9.2 36.1
2020 -3.9 12.8 -2.2 -3.5 4.3 6.1 1.1 9 13.2 -20.8 -7 3.3 16.6
2021 -2.7 -3.1 7.5 -3.7 0.4 4.1 2.2 0.3 6.5 10.9 5.8 -4.4 15.1
2022 -9.1 7.5 7.1 -9.3 -3.9 11.1 -8.4 -0.7 -8.7 2.7 -3.8 -10.6 -25.7
2023 2.8 12.5 -3.3 -5.2 -0.9 0.8 8.2 -0.8 2.1 0.4 -3 8.4 22.4
2024 -6.2 3.8 5.7 1.1 0 0 0 0 0 0 0 0 9.1