Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -0.3 -4.2 2.1 4.1 0.4 -4.7 -1.6 4.4 5.3 0.3 0.3 0 0
2008 3.1 -7.5 -20.2 -9.5 1.5 -4.4 -5.4 6 4.9 -2.8 0.5 -4.7 -34.6
2009 2.5 5.6 -2.5 4.3 3.1 7.2 -0.3 6.3 10.9 5.6 -9.4 -3.9 31.4
2010 6.8 -0.2 3.8 8.8 -4.2 4.9 -3.4 -6 4.4 4.7 4.2 -2.3 22.2
2011 0.8 0.5 11.2 -8.5 -4.7 -2.7 -1.6 0.6 3.6 2 5.1 1.6 6.7
2012 1.8 0.9 0.3 2.6 3.4 0.1 2.6 -6.2 0.7 2.4 4.1 4.2 17.8
2013 2.2 1.3 3.9 5 -1.9 4.7 -1.4 1.4 1.6 3.9 1.5 6.1 31.7
2014 0.3 3 3.2 -3.1 4.4 -2.2 3.3 2.8 -1.4 -0.6 5.3 -3.1 12
2015 -2.6 0.7 6.4 -4.8 -5.3 2.2 -1.7 0.9 -0.9 -0.1 8.7 -2.3 0.3
2016 0.6 3 -2.8 0.2 -0.4 4.8 -0.2 2.5 0.6 7.7 0.9 -7.3 0
2017 0.1 2.4 2 1.9 0.7 2.9 -0.2 1.9 3 -0.1 4.1 3.1 24.1
2018 -8.9 3.7 -8.6 -0.2 1.8 2.7 2.1 2.2 -1 0.6 -5.5 4.3 -7.8
2019 -3.6 3 1.5 0.7 0.5 1.8 6.5 -3.2 5.7 3.2 5.7 9.1 34.7
2020 -5.2 12.8 -2.3 -3.7 4.2 6 1.1 8.9 13.2 -20.9 -7 3.2 15.6
2021 -4 -3.2 7.5 -3.7 0.3 4.1 2.2 0.3 6.4 12.3 5.8 -4.5 12.9
2022 -9.6 7.4 7 -9.4 -4 11 -8.5 -0.7 -8.8 2.6 -3.8 -10.7 -26.7
2023 2.2 12.4 -3.4 -5.2 -1 0.7 8.1 -0.8 2 0.3 -3.1 8.4 20.7
2024 -3.4 3.7 5.6 1 0 0 0 0 0 0 0 0 6.9