Principal Funds

  • Principal SmallCap Fund

Principal SmallCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 5.3 6.6 5 -8.9 -1.2 -2.6 2.3 2.4 7.5 -4.2 0 0 0
2002 -4.8 5.7 0.9 -6.1 0.5 -11.4 -3.8 -2.8 0.8 7.5 -4.5 0.2 -17.9
2003 0.7 3.8 7.4 -0.7 4.7 3.7 1.7 9 7.9 1.7 -2.9 -1.2 41.5
2004 3.6 7.6 1.2 5.2 -1.1 -5.1 4.4 1.3 -6.9 0.7 0.9 3.9 15.5
2005 -0.7 5 -3.7 1.7 -2.1 5.8 3.2 7 -4.7 -1.9 2.8 -3 9
2006 0.5 2.5 6.2 0.9 1.8 -5 -0.2 -5.7 0.7 3.9 -0.1 8.2 13.5
2007 -0.2 -6.7 2.1 2.1 2 -5.8 -1.5 4.1 2.6 1.2 -0.2 2.6 1.7
2008 5.3 -12 -20.4 -8.6 3.1 1.3 -8.1 4.5 4.4 -0.4 -3.5 -6.8 -36.8
2009 7.1 3.5 -5.5 4.9 2.1 8.9 1.6 2.9 12.6 7.3 -12.5 -10.1 21.3
2010 7.2 2.7 4.4 11.3 -6.8 5.7 -7.6 -6.9 5.5 7.3 4.3 -3.4 23.5
2011 1.4 0.2 16.2 -12.6 -8.9 -2.9 -1.5 -1.4 3.3 2.7 4.8 -0.7 0
2012 2.1 0.9 -2.3 2.3 3.7 0 3.5 -7.6 -0.5 2.5 3.9 5.6 14.2
2013 4.3 3.6 3.7 7.5 -2.5 7.4 -0.9 3.1 -0.5 5.8 1.4 7.4 47.9
2014 3.5 1.3 3.9 -6.2 3.6 -6.2 5.1 1.7 -3.5 0.1 6 -3.3 5
2015 -4.8 2.2 4.6 -4.8 -5.6 0.4 1.1 3.2 -3 3.3 5.8 -1.9 -0.4
2016 2.4 10.1 -4 0.8 1.2 4.6 0.9 3 0.3 7.2 -0.2 -9.1 17.1
2017 0.1 2.7 2.1 5.2 -1.2 0.8 2.1 -3.9 1.6 0.4 2.3 0.1 12.7
2018 -12.9 2.9 -11.5 -3.7 4.7 0.8 1.5 5.9 1.8 1.2 -3.4 3.2 -11.2
2019 -3.8 4 1.1 2.4 -4.2 0.8 7.2 -8.1 4.8 -1.4 4.5 12.5 19.7
2020 -0.9 15.9 0.8 -3.6 6.4 3.3 2.9 8.8 14.7 -22.7 -8.9 -1.3 18.9
2021 -6 -5.3 5.9 -2.7 3.2 -2.6 2.3 0 3.5 11.7 7.1 2.6 10.2
2022 -6.7 1.8 11.3 -9.6 -1.6 10.7 -8.9 0.5 -9.5 0.6 1.3 -9.5 -20.4
2023 6.3 9.6 -7.5 -6.7 -4.4 5 8.7 -1.9 -1.9 -3.5 -0.4 10.1 11.8
2024 -7.9 4.5 5.4 -2.3 0 0 0 0 0 0 0 0 3