Principal Funds

  • Principal SmallCap Value Fund II

Principal SmallCap Value Fund II

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2009 7.2 3.4 -6.8 5.9 4.7 11.5 0.3 3.3 18.6 0 0 0 0
2010 8.3 3.3 4.1 11.4 -7.6 7.7 -8.8 -9.1 6.9 8 5.3 -2.6 26.4
2011 0.9 -0.5 14.8 -11.4 -9.4 -3.3 -2.2 -2.7 1.8 1.6 6.1 0.1 -6.4
2012 3.6 0.9 -1.1 3.1 3.4 -0.6 4.3 -6.9 -1.5 2.6 2.2 6.5 16.8
2013 1.8 4.1 3.5 5.4 -3.5 6.7 -0.4 4.5 -0.9 4.7 1.2 6.2 38
2014 2.7 0.5 5 -5.9 4.9 -5.6 4.3 0.7 -1.8 1 4.9 -3.7 6.3
2015 -5.2 2.3 4.9 -4.6 -4.5 -1.6 0.8 1.5 -1.9 1.7 6.9 -4.2 -4.6
2016 3.1 12.8 -3.6 0.9 1.8 4.6 -0.9 1.8 1.7 7.9 1.1 -7.4 24.8
2017 -0.7 2.4 1.1 6.7 -2.1 0.5 2.3 -4.2 1.3 -1 0.9 -0.4 6.5
2018 -12.3 1.8 -9.5 -2.3 2.4 1.7 -0.1 5.1 0.9 0.8 -4.6 1.6 0
2019 2.5 2 1.1 4.5 -5.2 1.2 6.5 -8.3 4.5 -3.1 5.3 10.9 22
2020 8 18 3 -4.7 5 2 1.5 4.1 12.8 -24.3 -10.7 -4.8 2.8
2021 -9.3 -2.2 4.2 -1.4 2.1 -2.5 -1.7 3.3 3.5 21.7 10.9 -11.8 13.6
2022 -16 4.7 12.1 -9.7 -3.7 9.1 -9 3.5 -6.7 0.3 1.7 -3.8 -19.4
2023 8.8 8.5 -6 -5.3 -3.5 5.6 9.9 -1.4 -3.1 -5.1 -0.6 9.6 16.3
2024 -6.2 4.7 2.8 -3.9 0 0 0 0 0 0 0 0 -0.4