MidCap Value Fund I
Principal Funds, Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
13.65%
Sharpe
0.63
Sortino
1.10
Max drawdown
-29.50%
Best month
13.49%
Worst month
-19.84%
Beta vs VTSAX
0.93
Correlation
0.83

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.