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
2004 3.4 9.2 1.4 3.3 -0.5 -6 0 0 0 0 0 0 0
2005 -4.3 3.9 -2 0.4 -1.8 7.3 3.6 6.6 -7.4 -1.6 2.2 -3.2 2.7
2006 2.6 2.2 5.4 1.4 2.2 -3 -0.2 -4.5 0.6 5.5 -0.5 8.4 21.2
2007 -0.6 -7.5 0.9 0.2 0 -7 -1.4 3.6 0.8 0.8 -0.2 0.8 -9.8
2008 5.4 -12.4 -21.1 -6.7 4.4 2.3 -11.1 3.6 1.8 0.3 -3.6 -4.6 -37.3
2009 7.2 3.5 -6.9 6 4.7 11.6 0.3 3.5 18.7 10.4 -13.1 -12.8 32
2010 8.3 3.3 4.2 11.4 -7.5 7.7 -8.8 -9.1 7 8 5.3 -2.7 27
2011 0.9 -0.3 14.8 -11.4 -9.3 -3.3 -2.1 -2.7 1.9 1.6 6.1 0.2 -6
2012 3.7 0.9 -1.1 3.2 3.3 -0.5 4.3 -6.8 -1.5 2.6 2.2 6.5 17.1
2013 1.9 4.1 3.5 5.5 -3.5 6.7 -0.4 4.5 -0.8 4.6 1.2 6.3 38.4
2014 2.7 0.5 5 -5.9 4.9 -5.5 4.3 0.7 -1.7 0.9 5 -3.8 6.3
2015 -5.2 2.3 4.9 -4.6 -4.4 -1.6 0.8 1.4 -1.8 1.7 6.9 -4.2 -4.5
2016 3.2 12.7 -3.6 0.9 1.8 4.6 -1 1.9 1.7 7.9 1.1 -7.4 24.9
2017 -0.6 2.4 1.1 6.7 -2.1 0.5 2.3 -4.2 1.3 -1 0.9 -0.4 6.5
2018 -12.4 1.8 -9.5 -2.3 2.4 1.7 0 5 0.9 0.8 -4.6 1.6 -15.1
2019 2.5 2 1.1 4.5 -5.2 1.2 6.5 -8.3 4.5 -3.1 5.3 10.9 22.1
2020 7.9 18.1 3 -4.9 5.2 1.8 1.6 4 13 -24.3 -10.7 -4.8 2.8
2021 -9.3 -2.2 4.2 -1.4 2.1 -2.6 -1.6 3.3 3.5 21.6 11 -11.8 13.6
2022 -15.9 4.6 12.1 -9.7 -3.7 9.1 -9 3.5 -6.7 0.3 1.7 -3.8 -19.4
2023 8.8 8.4 -5.9 -5.3 -3.5 5.6 9.9 -1.4 -3.1 -5.2 -0.5 9.6 16.3
2024 -4.9 4.7 2.8 -3.9 0 0 0 0 0 0 0 0 -3.2