Principal Funds

  • Principal SmallCap Fund

Principal SmallCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 -2 7.2 0 0 0 0 0 0 0 0 0 0 0
2005 -6.2 5 -3.7 1.7 -2 5.8 3.1 6.9 -4.7 -1.9 2.8 -3 0
2006 0.5 2.5 6.1 0.9 1.8 -5 -0.2 -5.8 0.6 3.9 -0.1 8.1 13.2
2007 -0.2 -6.7 2 2.1 1.9 -5.8 -1.6 4.1 2.6 1.1 -0.2 2.6 1.3
2008 5.2 -12.1 -20.4 -8.7 3 1.3 -8.1 4.4 4.3 -0.4 -3.6 -6.9 -37.2
2009 7.1 3.4 -5.5 4.8 2.2 8.9 1.5 2.8 12.7 7.3 -12.5 -10.2 21
2010 7.1 2.7 4.4 11.3 -6.8 5.6 -7.6 -6.9 5.4 7.3 4.3 -3.5 23
2011 1.3 0.2 16.1 -12.6 -8.9 -2.8 -1.6 -1.4 3.2 2.7 4.7 -0.8 -2.4
2012 2 0.9 -2.3 2.2 3.6 0 3.5 -7.6 -0.6 2.5 3.9 5.5 13.8
2013 3.8 3.7 3.7 7.5 -2.5 7.4 -1 3.1 -0.6 5.8 1.3 7.4 46.7
2014 3.4 1.3 3.8 -6.3 3.6 -6.2 5 1.7 -3.6 0.1 5.9 -3 0
2015 -4.9 2.1 4.6 -4.9 -5.6 0.4 1.1 3.1 -3 3.2 5.8 -1.9 -0.9
2016 2.4 10 -4.1 0.8 1.1 4.6 0.9 3 0.2 7.1 -0.2 -9.1 0
2017 0 2.6 2.1 5.2 -1.3 0.8 2 -3.9 1.5 0.4 2.2 0.1 0
2018 -13 2.8 -11.6 -3.8 4.7 0.7 1.5 5.8 1.7 1.2 -3.4 3.1 -11.7
2019 -3.7 3.9 1 2.3 -4.2 0.7 7.1 -8.1 4.8 -1.5 4.4 12.5 19.1
2020 7.5 15.9 0.8 -3.6 6.3 3.2 2.9 8.7 14.7 -22.7 -8.9 -1.4 18.2
2021 -6.3 -5.3 5.8 -2.8 3.2 -2.7 2.2 0 3.4 11.9 7.1 -5.9 9.2
2022 -6.7 1.9 11.3 -9.7 -1.7 10.6 -8.9 0.4 -9.5 0.5 1.3 -9.5 -20.8
2023 6.5 9.5 -7.6 -6.7 -4.5 5 8.6 -1.9 -2 -3.5 -0.4 10 11.3
2024 -5.4 4.4 5.4 -2.3 0 0 0 0 0 0 0 0 1.7