Principal Funds

  • Principal MidCap Fund

Principal MidCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 -2.9 5 0 0 0 0 0 0 0 0 0 0 0
2005 -4.7 3.4 -2.1 1.8 0 4.2 1.4 3.8 -3 -0.6 2 -2.8 2.9
2006 0.4 3 3.3 1.1 3.6 -1.5 0.3 -3 1 2.3 -1.4 3.4 13
2007 -0.3 -4.2 2.2 4.1 0.4 -4.6 -1.5 4.5 5.3 0.3 0.3 2.5 8.6
2008 3.1 -7.5 -20.2 -9.4 1.5 -4.4 -5.3 6 5 -2.7 0.5 -4.6 -34.3
2009 2.6 5.5 -2.4 4.3 3.2 7.2 -0.3 6.3 10.9 5.6 -9.5 -3.8 31.9
2010 6.9 -0.2 3.9 8.8 -4.2 4.9 -3.4 -6 4.5 4.7 4.3 -2.3 22.7
2011 0.9 0.5 11.3 -8.5 -4.8 -2.6 -1.6 0.6 3.6 2 5.2 1.6 7.1
2012 1.7 0.9 0.3 2.6 3.4 0.1 2.6 -6.1 0.7 2.4 4.1 4.2 18
2013 2.3 1.3 3.9 5 -1.9 4.7 -1.4 1.5 1.6 3.9 1.5 6.2 32.1
2014 0.3 3 3.3 -3.1 4.5 -2.2 3.4 2.7 -1.4 -0.5 5.3 -3.2 12.3
2015 -2.6 0.7 6.4 -4.7 -5.3 2.2 -1.7 0.9 -0.8 -0.1 8.7 -2.3 0.5
2016 0.6 3 -2.8 0.2 -0.4 4.8 -0.2 2.6 0.6 7.8 0.9 -7.3 9.4
2017 0.2 2.4 2.1 1.9 0.7 2.9 -0.2 2 3 -0 4.1 3.1 24.4
2018 -8.9 3.7 -8.6 -0.2 1.8 2.7 2.2 2.2 -1 0.7 -5.5 4.3 -7.6
2019 -3.4 3.1 1.5 0.7 0.6 1.7 6.6 -3.2 5.7 3.2 5.7 9.1 35.2
2020 4.2 12.7 -2.3 -3.6 4.3 6.1 1.1 9 13.1 -20.8 -7 3.2 15.9
2021 -3.7 -3.2 7.5 -3.7 0.3 4.1 2.2 0.3 6.4 11.9 5.8 -12.7 13.5
2022 -9.5 7.5 7 -9.3 -4 11 -8.4 -0.7 -8.8 2.7 -3.8 -10.6 -26.4
2023 2.4 12.5 -3.3 -5.2 -1 0.7 8.2 -0.8 2 0.3 -3.1 8.4 21.3
2024 -6.2 3.8 5.6 1.1 0 0 0 0 0 0 0 0 5.5