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 -0.2 1.5 5.5 -2.8 -3.5 -1.6 -3.7
2002 -0.3 2.3 1.1 -6.3 2.9 -5.9 -6.5 1 -0.7 4 0.4 -0.4 -8.7
2003 3.2 4.3 6.3 -0.8 2.8 1.9 1.1 7.1 5.4 1.4 -1 -2.2 33
2004 3.6 4.9 1.4 2.8 0.8 -3.4 1.7 1.9 -2.4 -0.1 2.9 2.1 17.2
2005 -4.6 3.5 -2.1 1.8 0.1 4.2 1.4 3.9 -3 -0.7 2.2 -2.8 3.5
2006 0.5 3.1 3.2 1.2 3.7 -1.4 0.3 -2.9 1 2.3 -1.3 3.4 13.6
2007 -0.2 -4.2 2.3 4.2 0.5 -4.6 -1.6 4.5 5.4 0.3 0.3 2.5 9.1
2008 3.2 -7.5 -20.1 -9.5 1.5 -4.3 -5.3 6 5.1 -2.7 0.5 -4.6 -33.9
2009 2.6 5.7 -2.4 4.4 3.2 7.4 -0.4 6.4 10.9 5.7 -9.3 -3.9 32.6
2010 6.8 -0.2 3.9 8.8 -4.1 5 -3.4 -5.8 4.5 4.7 4.4 -2.3 23.3
2011 0.9 0.6 11.3 -8.5 -4.6 -2.6 -1.6 0.6 3.7 2 5.2 1.7 7.7
2012 1.8 1 0.4 2.7 3.5 0.2 2.7 -6.1 0.8 2.5 4.2 4.2 18.7
2013 2.7 1.3 3.9 5.1 -1.9 4.7 -1.3 1.5 1.7 4 1.5 6.2 33.2
2014 0.4 3.1 3.3 -3.1 4.5 -2.1 3.4 2.8 -1.4 -0.5 5.4 -3.5 12.5
2015 -2.5 0.8 6.4 -4.7 -5.2 2.2 -1.6 1 -0.8 0 8.8 -2.2 1
2016 0.6 3.1 -2.8 0.3 -0.4 4.8 -0.1 2.7 0.6 7.8 0.9 -7.3 10
2017 0.2 2.5 2.1 2 0.8 3 -0.2 2 3.1 -0 4.2 3.1 24.9
2018 -8.8 3.8 -8.5 -0.2 1.8 2.7 2.2 2.2 -1 0.7 -5.5 4.4 -7.1
2019 -3.1 3.1 1.6 0.7 0.6 1.8 6.6 -3.1 5.7 3.2 5.7 9.2 36.3
2020 -3.7 12.8 -2.2 -3.4 4.3 6.1 1.1 9 13.2 -20.8 -7 3.3 16.7
2021 -2.6 -3.1 7.5 -3.7 0.4 4.1 2.2 0.3 6.5 10.7 5.9 -4.4 15.3
2022 -9 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 2.9 12.5 -3.3 -5.2 -1 0.8 8.3 -0.8 2 0.3 -3 8.5 22.4
2024 -5.1 3.8 5.7 1.1 0 0 0 0 0 0 0 0 5.6