Principal Funds

  • Principal MidCap Growth Fund

Principal MidCap Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 4.2 13.6 14.6 -22.6 -11.5 -7.1 -2.2 1.1 21.6 -16.8 0 0 0
2002 -5.4 6.5 5.8 -6.4 0.3 -8.6 -15 -5.6 -10.7 6.8 -8.4 -6.9 -40.5
2003 0.4 2.3 6.5 -1.6 4.6 2.6 1.1 9.3 6.1 1 -1 -2 32.8
2004 4.4 5.4 1.5 3.7 -2.5 -7.3 2.9 3.2 -3.3 -0.2 0.6 2.2 10.5
2005 1.7 5.6 -3 3.4 -0.8 4.2 3.4 6.6 -5.4 -1.9 2.6 -3.1 0
2006 -0.2 2.7 1.5 2.5 0.5 -5.3 -0.3 -7.5 0.4 3 -2.5 8.4 2.2
2007 3.2 -2.7 5.3 6.2 0.9 1.2 0.4 5 4.2 1.3 -0.4 2.3 30
2008 -0.2 -9.9 -16.9 -15.6 -0.1 -1.7 -5.3 4.5 7.1 -1.3 1.2 -10.7 -41.4
2009 6 4.9 -3.6 7.1 0 7.8 -0.2 2.9 3.2 6.6 -7.1 -2.3 26.7
2010 5.3 7.2 4.3 12 -5.2 7.2 -6.1 -6.3 4.3 6 6 -6.2 29.6
2011 -5.5 0.5 13.6 -9.8 -7.7 -3.3 -0.9 -2.6 1.6 3.8 7.8 -2.3 -6.8
2012 0.3 1.4 -2.3 2.1 4.1 -2.5 4.2 -7 -0.3 3.2 5.4 5.1 13.7
2013 3.3 1.5 3.2 6.2 -0.2 6.7 -1.4 2.3 -0.4 3.9 0 6.3 35.7
2014 -0.1 3.9 1 -3.2 6.1 -4.3 6.1 3.6 -4.4 -5.3 7.2 2.5 12.5
2015 -2.4 -0.7 4.2 -4.4 -5.9 2.4 0.3 4.3 -3.6 1.6 6.8 0.4 2.2
2016 -1.2 4.2 -4.6 0.1 -0.3 4.5 1 3 0.6 6.3 -0.2 -9.5 3.1
2017 -0.6 2.7 4.5 2.9 1.3 1.9 -0.9 2.9 2.1 2.1 2.3 4.7 29
2018 -10.5 0.1 -13.8 0.8 6.3 2.7 0.9 5 -1.3 0 -3.3 5.9 -9.2
2019 -2.9 5.7 -0.5 -4.1 -2.4 2.9 6.9 -4.9 3.6 0.2 7.6 13.1 26.3
2020 -9.4 16.1 3.6 -9.5 5.2 7 5.3 12.8 16.3 -15.1 -6.3 2.2 46.8
2021 -15.9 -1.7 7.8 -3.9 3.1 1.5 2.3 -2.5 23.7 -3.5 4.7 2.5 -3
2022 -6.9 3.7 5 -9.2 -2.5 10.9 -6.9 -5.3 -11.8 2.5 -1 -13.7 -32.3
2023 3.7 11.9 -6.5 -6.6 -3.8 0.9 8.9 0.7 -1.8 1.4 -1.2 7.3 13.8
2024 -1.9 1.7 7.2 0.5 0 0 0 0 0 0 0 0 7.4