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 9.3 1.3 3.3 -0.4 -6 0 0 0 0 0 0 0
2005 -4.3 3.9 -2 0.4 -1.8 7.5 3.7 6.6 -7.4 -1.6 2.2 -3.2 2.8
2006 1.5 2.2 5.5 1.4 2.2 -3 -0.2 -4.5 0.7 5.5 -0.5 8.4 20.1
2007 -0.7 -7.5 1 0.2 0 -7.1 -1.3 3.6 0.8 0.9 -0.2 1.8 -8.8
2008 5.5 -12.4 -21.1 -6.7 4.4 2.2 -10.9 3.6 1.7 0.4 -3.6 -4.6 -37.1
2009 7.3 3.5 -6.8 5.9 4.9 11.5 0.3 3.5 18.5 10.3 -12.8 -12.9 32.2
2010 8.3 3.3 4.1 11.5 -7.6 7.8 -8.7 -9.2 6.9 8.1 5.4 -2.8 27.1
2011 0.8 -0.3 14.9 -11.5 -9.3 -3.3 -2.1 -2.7 1.8 1.6 6.2 0.1 0
2012 3.7 0.9 -1.1 3.1 3.4 -0.5 4.2 -6.9 -1.4 2.6 2.2 6.6 17.3
2013 1.9 4 3.7 5.4 -3.5 6.8 -0.4 4.6 -0.9 4.7 1.2 6.2 38.6
2014 2.9 0.5 5 -5.8 4.8 -5.5 4.3 0.7 -1.7 1 4.9 -3.8 6.6
2015 -5.1 2.3 4.9 -4.6 -4.5 -1.5 0.8 1.5 -1.9 1.7 6.9 -4.2 -4.4
2016 3.2 12.7 -3.5 0.9 1.8 4.7 -0.9 1.9 1.7 7.8 1.2 -7.4 25.1
2017 -0.6 2.4 1.1 6.7 -2.1 0.6 2.2 -4.2 1.2 -1 0.9 -0.4 6.6
2018 -12.3 1.8 -9.4 -2.4 2.5 1.6 0 5 0.9 0.8 -4.6 1.6 -14.9
2019 2.4 1.9 1.1 4.5 -5.2 1.3 6.5 -8.3 4.4 -3.1 5.3 10.9 22.1
2020 -6.7 18.1 3.1 -4.9 5.1 1.8 1.7 4 13 -24.2 -10.7 -4.7 2.8
2021 -9.1 -2.2 4.2 -1.4 2.1 -2.5 -1.6 3.4 3.5 5 28.3 2.2 13.9
2022 -15.8 4.6 12.2 -9.7 -3.7 9.2 -9 3.6 -6.7 0.2 1.7 -3.8 -19.2
2023 8.8 8.5 -6 -5.2 -3.5 5.6 9.9 -1.4 -3 -5.2 -0.5 9.5 16.4
2024 -3.7 0 0 0 0 0 0 0 0 0 0 0 -0.4