Principal Funds

  • Principal SmallCap Fund

Principal SmallCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -0.2 -6.8 2 2 1.8 -5.8 -1.7 4 2.8 1.1 -0.2 0 0
2008 5.2 -12.1 -20.5 -8.7 3 1.2 -8.1 4.3 4.3 -0.4 -3.6 -6.9 -37.5
2009 7.1 3.4 -5.5 4.7 2.1 8.8 1.5 2.7 12.7 7.1 -12.5 -10.2 20.3
2010 7.1 2.6 4.4 11.3 -6.9 5.6 -7.7 -7 5.4 7.3 4.3 -3.6 22.4
2011 1.3 0.2 16 -12.6 -9 -2.9 -1.7 -1.4 3.2 2.7 4.6 -0.8 -2.9
2012 2.1 0.7 -2.3 2.2 3.5 -0.1 3.5 -7.6 -0.7 2.4 3.9 5.5 13.3
2013 3.8 3.6 3.6 7.5 -2.6 7.4 -1.1 3.1 -0.6 5.7 1.4 7.3 45.9
2014 3.4 1.3 3.7 -6.3 3.5 -6.3 5 1.6 -3.6 0.1 5.9 -3 4.4
2015 -5 2.1 4.5 -4.9 -5.6 0.3 1 3.1 -3.1 3.2 5.7 -2 -1.4
2016 2.4 10 -4.1 0.7 1.1 4.6 0.8 2.9 0.2 7 -0.3 -9.2 15.8
2017 -0 2.6 2.1 5.1 -1.3 0.8 2 -3.9 1.4 0.4 2.2 0 11.6
2018 -13 2.8 -11.6 -3.8 4.6 0.7 1.4 5.8 1.7 1.2 -3.5 3.1 -12
2019 -4.2 3.9 1 2.3 -4.2 0.7 7 -8.1 4.7 -1.6 4.4 12.5 0
2020 -2 15.9 0.7 -3.9 6.3 3.2 2.9 8.6 14.7 -22.8 -9 -1.4 17.4
2021 -7.1 -5.3 5.8 -2.8 3.1 -2.7 2.2 -0 3.4 12.7 7.1 2.4 8
2022 -6.7 1.8 11.2 -9.7 -1.8 10.6 -9 0.4 -9.6 0.5 1.3 -9.5 -21.1
2023 0 0 0 0 0 0 0 -0.2 -2 -3.6 -0.5 10 3.3
2024 0 0 0 0 0 0 0 0 0 0 0 0 0