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 9.2 1.3 3.3 -0.5 -6 0 0 0 0 0 0 0
2005 -4.4 3.8 -2 0.3 -1.9 7.3 3.7 6.5 -7.3 -1.6 2.1 -3.2 2.4
2006 1.5 2.3 5.4 1.4 2.2 -3.1 -0.1 -4.6 0.7 5.4 -0.6 8.5 19.9
2007 -0.6 -7.5 0.9 0.1 0.1 -7.2 -1.3 3.5 0.7 0.9 -0.2 1.8 -9.1
2008 5.5 -12.5 -21 -6.8 4.4 2.2 -11 3.5 1.7 0.4 -3.7 -4.7 -37.3
2009 7.3 3.4 -6.8 5.9 4.8 11.5 0.3 3.6 18.5 10.5 -13 -13 31.7
2010 8.2 3.3 4.2 11.5 -7.7 7.8 -8.8 -9 6.9 8.1 5.4 -2.8 26.7
2011 0.9 -0.5 14.8 -11.4 -9.3 -3.4 -2.1 -2.6 1.8 1.6 6.1 0.1 -6.2
2012 3.6 0.9 -1.1 3.1 3.4 -0.6 4.3 -6.9 -1.5 2.6 2.1 6.5 16.9
2013 1.8 4 3.5 5.4 -3.5 6.8 -0.4 4.4 -0.8 4.6 1.2 6.2 38.1
2014 2.7 0.5 4.9 -5.8 4.9 -5.6 4.2 0.8 -1.8 1 4.9 -3.8 6.2
2015 -5.1 2.3 4.8 -4.6 -4.5 -1.5 0.8 1.4 -1.8 1.7 6.8 -4.1 -4.7
2016 3.2 12.7 -3.6 0.9 1.7 4.6 -0.9 1.8 1.8 7.8 1.1 -7.4 24.7
2017 -0.6 2.4 1.1 6.7 -2.2 0.5 2.2 -4.2 1.3 -1.1 0.9 -0.4 6.3
2018 -12.3 1.7 -9.5 -2.3 2.4 1.6 0 5 0.9 0.7 -4.6 1.6 0
2019 2.7 1.9 1.1 4.4 -5.2 1.2 6.5 -8.3 4.4 -3.2 5.3 10.8 22
2020 8 17.9 3.1 -4.7 5.1 1.7 1.6 4.1 12.7 -24.2 -10.6 -4.8 2.9
2021 -9.4 -2.3 4.2 -1.3 2.1 -2.6 -1.6 3.3 3.4 5 28.6 -11.9 13.2
2022 -16 4.6 12.2 -9.7 -3.8 9.1 -9 3.5 -6.7 0.2 1.7 -3.8 -19.5
2023 8.8 8.5 -6 -5.4 -3.6 5.6 9.9 -1.4 -3.1 -5.2 -0.5 9.5 16.1
2024 -4.9 4.7 2.8 -4 0 0 0 0 0 0 0 0 -1.7