Principal Funds

  • Principal MidCap Value Fund I

Principal MidCap Value Fund I

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2009 5.2 5.2 -4.8 5.8 5.9 9.2 -0.2 3.9 12.7 0 0 0 0
2010 7.4 1 3.6 9.6 -4.6 8.3 -6.8 -7.9 4 7 5.3 -3.4 23.5
2011 0.2 -0.6 12.7 -9.6 -7.4 -4 -2.3 -0.9 2.5 0.9 4.5 1.4 -4.4
2012 2.4 1.2 -0.2 1.8 2.9 0.4 3 -6.1 -0.6 2.2 4.1 5.3 17.2
2013 2.7 2.1 3.3 4.1 -3 5.3 -1.2 2.2 0.9 4.3 1.7 6.9 33
2014 1.3 2.6 2.5 -3.9 4.7 -2.8 3 1.7 0 0.8 5.4 -1.8 0
2015 -3.7 0.1 5.7 -4.2 -5 -0.3 -2.9 1.5 -0.9 0.1 4.4 -2.3 -7.6
2016 1.2 7.1 -3 0.4 0.9 3 -0.1 2.1 1.4 8.7 -0.2 -6.8 14.8
2017 0.9 3.1 1.5 3 -1.2 1.7 0.9 -1.4 0.7 -0.3 2.8 1.9 14.3
2018 -10.2 2.1 -7.6 -0.5 1.4 3.4 1.1 1 0.2 -0.4 -4 2.8 -11.3
2019 -2.5 2.6 0.5 3.8 -2.9 0.9 6.9 -6.4 3.8 0.2 3.5 9.4 20.4
2020 -6.5 13.5 0.6 -3.4 3.8 3.6 0.8 5.3 12.9 -19.8 -9.9 -2.4 5
2021 -4.8 -2.8 4.6 -4.4 2.4 1.4 -2.1 2.1 5.4 18.7 8.9 0 16.9
2022 -10.5 5.7 10.5 -8.4 -3.2 8.1 -9.8 2.3 -3.8 2.7 -0.3 -3.9 -12.4
2023 1.2 8.2 -3.5 -4.5 -2.8 3.7 7.7 -4.7 -0.2 -2.4 -2.2 6.6 6.1
2024 -5.9 5.4 4.6 -0.5 0 0 0 0 0 0 0 0 3.2