Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 0 0 0 0 0 0 0 0 0 0 0 0 0
2001 3.2 5.6 0.4 -7.6 -1.8 -1.7 -0.3 1.5 5.7 -2.9 -3.5 -1.6 -3.8
2002 -0.1 2.2 1.1 -6.4 3 -6 -6.5 0.9 -0.6 3.9 0.4 -0.5 -8.9
2003 3.3 3.1 6.2 -0.8 2.8 1.8 1.2 7 5.4 1.4 -1 -2.3 31.2
2004 3.7 4.9 1.3 2.8 0.8 -3.3 1.6 1.8 -2.1 -0.1 2.9 2 17.2
2005 -4.7 3.4 -2.1 1.7 0.1 4.2 1.3 3.9 -3 -0.6 2.1 -2.8 3.2
2006 0.5 3.1 3.3 1.3 3.6 -1.4 0.3 -3 1 2.3 -1.3 3.4 13.5
2007 -0.3 -4.2 2.3 4.2 0.5 -4.6 -1.5 4.5 5.3 0.4 0.3 2.5 9
2008 3.1 -7.4 -20.2 -9.5 1.6 -4.4 -5.3 5.9 5 -2.7 0.5 -4.6 -34
2009 2.7 5.6 -2.4 4.3 3.2 7.3 -0.4 6.5 10.9 5.7 -9.3 -3.9 32.4
2010 6.9 -0.2 3.9 8.7 -4.1 5 -3.4 -5.9 4.5 4.7 4.4 -2.3 23.1
2011 0.8 0.7 11.2 -8.4 -4.7 -2.7 -1.5 0.5 3.7 2 5.2 1.6 7.4
2012 1.8 0.9 0.5 2.6 3.4 0.2 2.7 -6.1 0.8 2.4 4.2 4.2 18.4
2013 2.7 1.3 3.9 5.1 -1.9 4.7 -1.4 1.5 1.6 4 1.5 6.2 33
2014 0.4 3.1 3.3 -3.1 4.5 -2.2 3.4 2.8 -1.4 -0.5 5.4 -3.5 12.3
2015 -2.6 0.8 6.4 -4.7 -5.2 2.2 -1.7 0.9 -0.8 0 8.8 -2.3 0.9
2016 0.6 3 -2.8 0.3 -0.4 4.8 -0.1 2.6 0.6 7.8 0.9 -7.3 9.7
2017 0.2 2.5 2.1 1.9 0.8 2.9 -0.2 2 3 -0 4.2 3.1 24.7
2018 -8.8 3.7 -8.6 -0.2 1.8 2.7 2.2 2.2 -1 0.7 -5.5 4.4 -7.3
2019 -3.1 3.1 1.6 0.7 0.6 1.8 6.6 -3.1 5.7 3.3 5.7 9.2 36
2020 -4.2 12.8 -2.2 -3.5 4.3 6.1 1.1 9 13.2 -20.8 -7 3.2 16.3
2021 -3 -3.1 7.5 -3.7 0.3 4.1 2.2 0.3 6.5 11.1 5.8 -4.4 14.6
2022 -9.2 7.5 7 -9.3 -4 11.1 -8.4 -0.7 -8.8 2.7 -3.8 -10.6 -26
2023 2.7 12.5 -3.4 -5.2 -1 0.8 8.2 -0.8 2 0.3 -3.1 8.4 22
2024 0 0 5.2 -1.9 0 0 0 0 0 0 0 0 3.2