Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 3.2 5.6 0.2 -7.5 -1.8 -1.7 -0.3 1.5 6 -3.5 0 0 0
2002 -0.3 2.2 1.1 -6.4 2.8 -5.9 -6.5 0.9 -0.7 3.8 0.4 -0.5 -9.3
2003 3.3 3 6.2 -0.9 2.7 1.8 1.1 6.9 5.4 1.4 -1 -2.3 30.7
2004 3.7 4.8 1.4 2.8 0.8 -3.3 1.7 1.8 -2.4 -0.2 2.9 2 16.7
2005 -4.8 3.5 -2.1 1.8 0 4.2 1.3 3.9 -3 -0.7 2.1 -2.8 2.9
2006 0.5 3.1 3.3 1.2 3.6 -1.5 0.3 -3 1 2.2 -1.3 3.5 13.4
2007 -0.3 -4.2 2.2 4.2 0.4 -4.6 -1.6 4.5 5.2 0.4 0.3 2.5 8.9
2008 3.1 -7.4 -20.2 -9.4 1.6 -4.4 -5.3 6 5 -2.7 0.6 -4.6 -34.1
2009 2.6 5.6 -2.4 4.3 3.2 7.2 -0.3 6.4 11 5.7 -9.4 -3.9 32.3
2010 6.9 -0.2 3.9 8.8 -4.1 5 -3.4 -5.9 4.5 4.8 4.3 -2.3 23.1
2011 0.8 0.7 11.2 -8.4 -4.7 -2.6 -1.6 0.6 3.7 2 5.3 1.6 7.5
2012 1.8 0.9 0.4 2.7 3.4 0.2 2.6 -6.1 0.8 2.4 4.2 4.3 18.6
2013 2.7 1.4 3.9 5.1 -1.9 4.8 -1.4 1.5 1.7 4 1.5 6.2 33.3
2014 0.5 3.1 3.4 -3 4.5 -2.1 3.4 2.8 -1.4 -0.5 5.4 -3.4 12.7
2015 -2.6 0.8 6.4 -4.7 -5.2 2.2 -1.6 1 -0.8 0 8.8 -2.2 1.1
2016 0.7 3 -2.7 0.3 -0.3 4.9 -0.1 2.6 0.7 7.8 0.9 -7.3 10.1
2017 0.2 2.5 2.1 2 0.8 3 -0.2 2 3.1 0 4.2 3.2 25.2
2018 -8.9 3.8 -8.5 -0.1 1.8 2.8 2.2 2.2 -1 0.7 -5.4 4.4 -7
2019 -3.6 3.1 1.6 0.8 0.6 1.8 6.6 -3.1 5.7 3.3 5.7 9.2 35.9
2020 4.2 12.8 -2.2 -3.5 4.3 6.1 1.1 9 13.2 -20.8 -7 3.3 16.8
2021 -3.1 -3.1 7.5 -3.7 0.4 4.1 2.3 0.3 6.5 11.3 5.9 -12.2 14.9
2022 -9.2 7.5 7.1 -9.3 -3.9 11.1 -8.4 -0.7 -8.7 2.7 -3.8 -10.6 -25.7
2023 2.7 12.6 -3.3 -5.2 -0.9 0.8 8.3 -0.8 2.1 0.3 -3 8.4 22.4
2024 -5.8 3.8 5.7 1.1 0 0 0 0 0 0 0 0 4.5