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
2003 0 0 0 0 0 0 0 0 0 0 0 0 0
2004 2.1 5.8 3 3.4 -0.2 -2.1 4 1.9 -3.2 1.4 4.2 1.6 23.8
2005 1.3 3 -3.6 1.2 -0.3 4.6 3.6 4.5 -4 0.2 3.5 -1.6 12.5
2006 0 3.7 4.6 1.3 1.1 -0.5 1.1 -3.3 0.9 2.3 -0.3 4.1 15.8
2007 0.9 -4.8 0.9 3.1 -0.5 -5.7 -3 3.5 3.9 1.5 0.4 3.2 2.7
2008 3.2 -7.8 -19.8 -10.5 2.1 -3.5 -6.8 4.3 6.6 -0.8 -1.9 -5.4 -35.8
2009 5.1 5.3 -4.7 5.8 5.8 9.3 -0.1 3.9 12.8 7.9 -10.5 -8.2 33.9
2010 7.3 1.1 3.7 9.7 -4.5 8.3 -6.8 -7.9 4.1 7 5.3 -3.3 24.3
2011 0.3 -0.6 12.7 -9.6 -7.4 -3.9 -2.3 -0.8 2.4 0.9 4.5 1.5 -3.9
2012 2.5 1.3 -0.1 1.8 3 0.5 3.1 -6.1 -0.5 2.2 4.1 5.4 17.8
2013 3.2 2.1 3.4 4 -2.9 5.3 -1.2 2.3 1 4.3 1.7 6.9 34.2
2014 1.6 2.7 2.6 -3.9 4.8 -2.7 3.1 1.8 0 0.8 5.4 -2.1 14.5
2015 -3.7 0.2 5.6 -4.1 -5.1 -0.3 -2.8 1.6 -0.9 0.1 4.6 -2.3 -7.3
2016 1.2 7.2 -3 0.4 0.9 3 0 2.1 1.4 8.8 -0.2 -6.7 15.3
2017 0.9 3.2 1.5 3 -1.1 1.8 0.9 -1.4 0.7 -0.3 2.9 1.9 14.6
2018 -10.2 2.1 -7.6 -0.4 1.3 3.4 1.1 1.1 0.3 -0.4 -4.1 2.8 -11.1
2019 -2.6 2.6 0.6 3.7 -2.9 0.9 6.9 -6.4 3.8 0.2 3.6 9.4 0
2020 -6.4 13.6 0.6 -3.6 3.8 3.6 0.8 5.4 13.1 -19.8 -9.8 -2.5 5
2021 -4.8 -2.7 4.6 -4.4 2.3 1.4 -2 2.1 5.4 18.8 8.9 0 17.1
2022 -10.5 5.7 10.5 -8.3 -3.3 8.1 -9.8 2.3 -3.8 2.7 -0.3 -3.9 -12.3
2023 1.1 8.2 -3.5 -4.4 -2.7 3.7 7.6 -4.6 -0.2 -2.4 -2.3 6.6 6.1
2024 -4.5 5.4 4.6 -0.5 0 0 0 0 0 0 0 0 4.8