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 5.3 6.6 5.1 -8.9 -1.1 -2.5 2.3 2.4 7 -3.8 -3.9 -0.5 6.9
2002 -4.7 5.7 0.9 -6.3 0.6 -11.3 -3.9 -2.8 0.8 7.6 -4.6 0.3 0
2003 0.7 3.8 7.4 -0.6 4.7 3.8 1.8 9.1 7.9 1.8 -2.8 -1.1 42.2
2004 3.6 7.7 1.2 5.1 -1 -5.1 4.5 1.3 -6.9 0.8 0.8 3.9 16
2005 -0.6 5 -3.7 1.8 -2 5.8 3.2 7.1 -4.6 -1.9 2.7 -2.9 0
2006 0.5 2.5 6.2 1 1.8 -5 -0.1 -5.8 0.7 4 0.4 8.2 14.3
2007 -0.2 -6.7 2.1 2.1 2 -5.8 -1.5 4.1 2.7 1.2 -0.2 2.7 1.8
2008 5.3 -12 -20.4 -8.7 3 1.3 -8 4.5 4.3 -0.4 -3.6 -6.9 -36.9
2009 7.2 3.5 -5.4 4.8 2.2 8.9 1.6 2.8 12.7 7.3 -12.5 -10.1 21.6
2010 7.2 2.7 4.4 11.3 -6.8 5.6 -7.5 -6.9 5.5 7.3 4.3 -3.5 23.7
2011 1.4 0.3 16.2 -12.6 -8.8 -2.8 -1.6 -1.3 3.2 2.8 4.8 -0.8 -2
2012 2.1 0.9 -2.2 2.3 3.7 0 3.6 -7.6 -0.5 2.5 4 5.6 14.4
2013 4.3 3.7 3.7 7.6 -2.6 7.5 -1 3.1 -0.5 5.8 1.4 7.4 47.9
2014 3.4 1.3 3.8 -6.2 3.6 -6.2 5.1 1.7 -3.5 0.1 6 -3.3 4.9
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 4.7 0.9 3 0.3 7.1 -0.2 -9.1 16.9
2017 0.1 2.7 2.1 5.2 -1.2 0.8 2.1 -3.9 1.5 0.4 2.2 0.1 12.6
2018 -12.9 2.9 -11.5 -3.7 4.7 0.7 1.5 5.9 1.8 1.2 -3.4 3.2 0
2019 -3.2 4 1.1 2.4 -4.2 0.8 7.1 -8.1 4.9 -1.5 4.4 12.6 20.3
2020 -0.1 15.9 0.8 -3.3 6.4 3.2 3 8.7 14.7 -22.7 -8.9 -1.3 19
2021 -5.3 -5.2 5.9 -2.8 3.2 -2.6 2.2 0 3.4 10.8 7.2 2.5 11
2022 -6.6 1.9 11.3 -9.7 -1.6 10.7 -8.9 0.5 -9.5 0.6 1.3 -9.4 -20.4
2023 6.8 9.5 -7.5 -6.7 -4.4 5 8.7 -1.9 -1.9 -3.5 -0.4 10.1 12.2
2024 -6.7 4.4 5.4 -2.3 0 0 0 0 0 0 0 0 5.1