Principal Funds

  • Principal SmallCap Fund

Principal SmallCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 3.4 8.5 8.9 3.5 -20.9 -6.5 -6 -7 0 0 0 0 0
1999 6.4 12.4 3.3 -1.8 -1.4 1.8 4.6 6 10.4 3.9 -7.5 0.1 43.3
2000 5.2 -11.3 -8.2 -7.3 4.4 -4.9 13 -8.3 -9.5 3.5 11.5 0.7 -14.2
2001 6.9 9 7.8 -17.6 -5.2 -5.9 3.7 3.4 12.7 -10.1 -11.1 12.8 0.5
2002 -4.2 7.2 0.3 -7.7 -0.3 -12.7 -8.1 -4.8 -1.6 7.8 -3.5 -2.6 -27.7
2003 1.2 4.2 7.4 -2.3 4.8 5.2 3 8.6 8.7 0.5 -4.4 -4.2 36.4
2004 3.6 9.5 1 6 -1.8 -6.3 5.9 1.3 -5.5 1.2 0.4 3.7 19.1
2005 0.1 5 -3.7 1.7 -2.1 5.8 3.2 6.8 -5 -2.4 3.1 -3.4 8.7
2006 0.6 2.4 6.2 0.9 1.8 -5 -0.1 -5.8 0.6 3.9 -0.1 7.3 12.6
2007 -0.2 -6.8 2.1 2.1 2 -5.8 -1.6 4.1 2.7 1.1 -0.2 2.6 1.5
2008 5.3 -12.1 -20.4 -8.7 3 1.2 -8.1 4.5 4.3 -0.4 -3.5 -6.9 -37.1
2009 7.1 3.4 -5.5 4.8 2.1 8.8 1.6 2.7 12.8 7.2 -12.4 -10.2 21
2010 7.1 2.7 4.3 11.4 -6.8 5.6 -7.6 -7 5.6 7.4 4.2 -3.5 23.4
2011 1.4 0.2 16.1 -12.6 -8.9 -2.8 -1.6 -1.3 3.2 2.8 4.8 -0.8 -2.2
2012 2.1 0.8 -2.2 2.3 3.6 0 3.5 -7.6 -0.6 2.5 4 5.5 14.1
2013 4.3 3.7 3.7 7.6 -2.6 7.5 -1 3.1 -0.6 5.8 1.4 7.4 47.6
2014 3.5 1.3 3.8 -6.2 3.6 -6.2 5.1 1.7 -3.5 0.1 6 -3.4 4.9
2015 -4.8 2.1 4.6 -4.8 -5.6 0.4 1.1 3.2 -3.1 3.3 5.8 -1.9 0
2016 2.4 10 -4 0.7 1.2 4.7 0.9 3 0.3 7.1 -0.2 -9.1 16.8
2017 0 2.7 2.1 5.2 -1.2 0.8 2.1 -3.9 1.5 0.4 2.2 0.1 12.4
2018 -12.9 2.9 -11.6 -3.7 4.7 0.7 1.5 5.9 1.7 1.2 -3.4 3.2 -11.3
2019 -3.3 3.9 1.1 2.3 -4.2 0.8 7.1 -8.1 4.9 -1.5 4.4 12.6 20.1
2020 -0.5 15.9 0.8 -3.4 6.4 3.2 2.9 8.7 14.8 -22.7 -8.9 -1.3 18.9
2021 -5.6 -5.2 5.9 -2.8 3.2 -2.7 2.2 0 3.5 11.1 7.1 2.5 10.5
2022 -6.6 1.9 11.3 -9.6 -1.6 10.6 -8.9 0.5 -9.5 0.6 1.3 -9.4 -20.4
2023 6.7 9.6 -7.6 -6.7 -4.4 5 8.7 -1.9 -1.9 -3.5 -0.4 10.1 11.9
2024 -7.9 4.4 5.4 -2.3 0 0 0 0 0 0 0 0 5.1