Principal Funds

  • Principal SmallCap Fund

Principal SmallCap 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 5.4 6.6 5 -8.9 -1.2 -2.5 2.2 2.4 7 -3.8 -3.9 -0.5 6.8
2002 -4.8 5.7 0.9 -6.1 0.6 -11.4 -3.8 -2.8 0.7 7.6 -4.6 0.2 -17.6
2003 0.7 3.8 7.4 -0.6 4.7 3.8 1.7 9.1 7.9 1.8 -2.9 -1 42
2004 3.6 7.7 1.2 5.1 -1 -5.2 4.4 1.3 -6.9 0.8 0.9 3.8 15.8
2005 -0.7 5 -3.7 1.7 -2 5.8 3.1 7 -4.6 -1.9 2.8 -3 9.1
2006 0.6 2.4 6.2 0.9 1.8 -5 -0.2 -5.7 0.6 3.9 -0.1 8.2 13.7
2007 -0.2 -6.7 2.1 2 2 -5.8 -1.6 4.1 2.7 1.1 -0.2 2.6 1.6
2008 5.4 -12.1 -20.4 -8.7 3 1.3 -8.1 4.5 4.4 -0.4 -3.6 -6.9 -37
2009 7.1 3.4 -5.4 4.8 2.1 8.8 1.6 2.9 12.6 7.3 -12.5 -10.2 21.3
2010 7.1 2.8 4.3 11.4 -6.8 5.6 -7.6 -7 5.4 7.4 4.3 -3.5 23.4
2011 1.4 0.3 16.1 -12.5 -8.9 -2.8 -1.6 -1.3 3.2 2.8 4.8 -0.8 -2.1
2012 2.1 0.9 -2.3 2.3 3.7 0 3.5 -7.6 -0.5 2.5 4 5.5 14.2
2013 4.3 3.7 3.7 7.5 -2.5 7.4 -1 3.1 -0.6 5.7 1.4 7.4 47.6
2014 3.5 1.3 3.8 -6.2 3.6 -6.2 5.1 1.7 -3.5 0.1 6 -3.4 4.8
2015 -4.8 2.1 4.6 -4.8 -5.6 0.4 1.1 3.1 -3 3.3 5.8 -1.9 -0.6
2016 2.4 10.1 -4.1 0.7 1.2 4.6 0.9 3 0.3 7.1 -0.2 -9.1 16.7
2017 0.1 2.7 2.1 5.2 -1.3 0.8 2 -3.9 1.5 0.4 2.2 0.1 12.3
2018 -13 2.9 -11.6 -3.7 4.7 0.7 1.5 5.9 1.7 1.2 -3.4 3.2 -11.4
2019 -3.3 4 1.1 2.4 -4.2 0.8 7.1 -8.1 4.8 -1.5 4.4 12.6 19.9
2020 -0.5 15.9 0.8 -3.5 6.4 3.2 2.9 8.7 14.7 -22.7 -8.9 -1.3 18.7
2021 -5.7 -5.3 5.8 -2.8 3.2 -2.7 2.3 0 11.9 2.8 7.1 2.5 10.2
2022 -6.6 1.8 11.3 -9.7 -1.7 10.6 -8.9 0.5 -9.5 0.6 1.3 -9.4 -20.5
2023 6.7 9.6 -7.6 -6.7 -4.4 5 8.6 -1.9 -1.9 -3.5 -0.4 10 11.9
2024 -3.8 4.4 5.4 -2.2 0 0 0 0 0 0 0 0 3.5