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 5.4 6.6 5.1 -8.8 -1.1 -2.5 2.3 2.5 7.1 -3.7 0 0 0
2002 -4.7 5.7 1 -6 0.6 -11.3 -3.7 -2.7 0.8 7.6 -4.5 0.3 -17.1
2003 0.6 3.8 7.5 -0.6 4.8 3.9 1.8 9.1 7.9 1.8 -2.8 -0.9 42.6
2004 -1.9 7.7 1.2 5.2 -1 -5.1 4.5 1.3 -6.8 0.8 0.8 3.9 10.2
2005 -0.6 5.1 -3.6 1.8 -2 5.9 3.2 7 -4.6 -1.9 2.8 -2.9 9.8
2006 0.6 2.5 6.2 1 1.8 -4.9 -0.1 -5.7 0.7 4 0 8.2 14.2
2007 -0.1 -6.6 2.1 2.2 2 -5.7 -1.5 4.2 2.7 1.2 -0.1 2.7 2.2
2008 5.4 -12.1 -20.3 -8.6 3 1.4 -8 4.5 4.4 -0.4 -3.5 -6.9 -36.6
2009 7.2 3.5 -5.5 4.9 2.2 8.9 1.7 2.8 12.7 7.4 -12.4 -10.1 22
2010 7.1 2.8 4.5 11.4 -6.7 5.7 -7.5 -6.9 5.5 7.5 4.3 -3.5 24
2011 1.4 0.4 16.2 -12.5 -8.9 -2.8 -1.5 -1.4 3.3 2.8 4.8 -0.7 -1.6
2012 2.2 0.9 -2.2 2.3 3.7 0.1 3.6 -7.5 -0.6 2.6 4 5.6 14.8
2013 4.3 3.7 3.7 7.6 -2.5 7.5 -0.9 3.1 -0.5 5.8 1.4 7.4 48.4
2014 3.4 1.4 3.9 -6.2 3.6 -6.2 5.1 1.7 -3.5 0.2 6 -3.3 5.3
2015 -4.8 2.2 4.7 -4.8 -5.5 0.5 1.1 3.2 -3 3.3 5.9 -1.8 -0.1
2016 2.5 10 -4 0.8 1.2 4.7 0.9 3.1 0.3 7.2 -0.2 -9.1 17.3
2017 0.1 2.7 2.2 5.2 -1.2 0.9 2.1 -3.8 1.5 0.5 2.2 0.1 13
2018 -12.9 2.9 -11.5 -3.7 4.7 0.7 1.5 5.9 1.8 1.3 -3.4 3.2 0
2019 -3.2 4 1.1 2.4 -4.1 0.8 7.1 -8 4.8 -1.4 4.4 12.6 20.7
2020 7.6 15.9 0.8 -3.4 6.4 3.3 3 8.7 14.8 -22.7 -8.9 -1.3 19.3
2021 -4.9 -5.2 5.9 -2.7 3.2 -2.6 2.3 0 3.5 10.4 7.2 -4.5 11.6
2022 -6.8 1.9 11.4 -9.6 -1.6 10.7 -8.9 0.5 -9.5 0.6 1.4 -9.4 -20.3
2023 6.7 9.6 -7.5 -6.7 -4.4 5 8.7 -1.9 -1.9 -3.5 -0.3 10.1 12.4
2024 -3.5 4.4 5.4 -2.2 0 0 0 0 0 0 0 0 3.9