Principal Funds

  • Principal SmallCap Value Fund II

Principal SmallCap Value Fund II

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 3.5 9.3 1.3 3.4 -0.5 -5.9 0 0 0 0 0 0 0
2005 -3.6 3.9 -1.9 0.4 -1.8 7.4 3.7 6.5 -7.3 -1.6 2.2 -3.2 0
2006 1.6 2.3 5.4 1.4 2.3 -3 -0.1 -4.6 0.7 5.5 -0.5 7.7 0
2007 -0.6 -7.4 0.9 0.2 0.1 -7.1 -1.3 3.6 0.7 0.9 -0.2 1.8 -8.5
2008 5.6 -12.3 -21.1 -6.8 4.4 2.3 -10.9 3.6 1.8 0.3 -3.6 -4.6 -36.9
2009 7.4 3.5 -6.8 5.9 4.8 11.6 0.5 3.3 18.6 10.5 -13 -13 32.3
2010 8.3 3.3 4.2 11.5 -7.7 7.9 -8.7 -9.1 7 8.1 5.4 -2.8 27.5
2011 0.8 -0.3 15 -11.5 -9.3 -3.3 -2 -2.6 1.8 1.7 6.1 0.2 -5.8
2012 3.7 0.9 -1.1 3.2 3.4 -0.5 4.2 -6.8 -1.5 2.6 2.3 6.6 17.7
2013 2.2 4.1 3.6 5.5 -3.4 6.7 -0.3 4.5 -0.8 4.7 1.2 6.3 39.3
2014 3.1 0.6 5 -5.8 4.9 -5.5 4.3 0.7 -1.7 1 5 -4.1 6.8
2015 -5.1 2.4 4.9 -4.6 -4.4 -1.6 0.9 1.4 -1.8 1.7 6.9 -4.1 -4.1
2016 3.2 12.7 -3.6 1 1.7 4.7 -0.9 1.8 1.8 7.9 1.1 -7.3 25.3
2017 -0.6 2.4 1.2 6.7 -2.1 0.5 2.2 -4.1 1.3 -1 0.9 -0.4 6.9
2018 -12.3 1.8 -9.5 -2.3 2.4 1.7 0 5 0.9 0.8 -4.6 1.7 -14.7
2019 2.2 1.9 1.2 4.5 -5.2 1.4 6.5 -8.3 4.5 -3.1 5.3 10.9 22.1
2020 -6.6 18 3.1 -5.1 5.2 1.8 1.7 4.1 12.8 -24.2 -10.7 -4.7 2.8
2021 -9.1 -2.1 4.2 -1.4 2.2 -2.5 -1.6 3.4 19.7 5 11 2.1 14.2
2022 -15.8 4.6 12.3 -9.7 -3.7 9.2 -9 3.6 -6.7 0.2 1.8 -3.7 -18.9
2023 8.6 8.4 -5.9 -5.3 -3.4 5.6 10 -1.3 -3.1 -5.2 -0.4 9.6 16.3
2024 -4.9 4.7 2.9 -3.9 0 0 0 0 0 0 0 0 -1.5