Principal Funds

  • Principal MidCap Value Fund I

Principal MidCap Value Fund I

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 2.4 5.8 0 0 0 0 0 0 0 0 0 0 0
2005 -7.1 2.9 -3.6 1 -0.3 4.5 3.4 4.5 -4.1 0.2 3.4 -1.7 2.4
2006 -0 3.6 4.5 1.3 1 -0.5 1 -3.4 0.8 2.1 -0.3 4 14.9
2007 0.8 -4.9 0.8 3 -0.6 -5.8 -3.1 3.4 3.8 1.4 0.3 3.1 1.8
2008 3.1 -8 -19.9 -10.5 1.9 -3.5 -7 4.4 6.4 -0.8 -2 -5.4 -36.3
2009 5.1 5.3 -4.8 5.7 5.8 9.2 -0.2 3.8 12.8 8 -10.6 -8.3 32.9
2010 7.2 1 3.7 9.5 -4.5 8.3 -6.9 -7.9 4 6.9 5.2 -3.4 23.2
2011 0.2 -0.7 12.6 -9.6 -7.5 -4 -2.3 -0.9 2.4 0.8 4.4 1.4 0
2012 2.4 1.2 -0.3 1.8 2.9 0.4 3 -6.2 -0.6 2.2 4 5.4 16.9
2013 2.8 2.1 3.3 4 -3 5.2 -1.3 2.2 0.9 4.2 1.7 6.8 32.5
2014 1 2.6 2.5 -3.9 4.7 -2.8 3 1.7 -0.1 0.8 5.4 -1.8 13.3
2015 -3.8 0.2 5.6 -4.2 -5 -0.4 -2.9 1.5 -1 0 4.5 -2.4 -8.1
2016 1.1 7.1 -3 0.2 0.9 2.9 -0.1 2 1.3 8.7 -0.3 -6.8 14.2
2017 0.8 3.1 1.4 3 -1.2 1.7 0.9 -1.5 0.6 -0.4 2.8 1.8 13.7
2018 -10.2 2 -7.7 -0.5 1.3 3.4 1 1 0.2 -0.5 -4.1 2.7 -11.8
2019 -2 2.5 0.5 3.7 -3 0.8 6.8 -6.4 3.9 0.1 3.5 9.3 20.4
2020 -6.3 13.5 0.6 -3 3.7 3.6 0.7 5.3 13 -19.9 -9.9 -2.5 4.9
2021 -4.7 -2.9 4.5 -4.5 2.3 1.4 -2.1 2 17.7 -4.9 21.4 -0.1 16.4
2022 -10.2 5.7 10.5 -8.5 -3.3 8.1 -9.9 2.2 -3.8 2.7 -0.3 -4 -12.6
2023 1.6 8.1 -3.6 -4.5 -2.8 3.6 7.6 -4.7 -0.3 -2.4 -2.3 6.4 5.8
2024 -4.5 5.3 4.5 -0.5 0 0 0 0 0 0 0 0 4.5