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Principal Capital Appreciation A (CMNWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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78.55+0.35 (+0.45%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.93%
5-Year Average Return15.13%
Number of Years Up30
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)32.44%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.44%
Worst 3-Yr Total Return7.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCMNWXCategory
YTD16.26%5.31%
1-Month3.12%-4.19%
3-Month3.82%3.90%
1-Year26.87%20.31%
3-Year10.77%6.48%
5-Year15.27%11.78%
10-Year12.66%10.96%
Last Bull Market28.01%25.56%
Last Bear Market-15.05%-15.11%

Annual Total Return (%) History

Year
CMNWXCategory
2024
N/AN/A
2023
25.00%22.32%
2022
-16.37%-16.96%
2021
27.57%26.07%
2020
18.38%15.83%
2019
32.17%28.78%
2018
-3.52%-6.27%
2017
20.64%20.44%
2016
8.83%10.37%
2015
2.04%-1.07%
2014
12.30%10.96%
2013
32.44%31.50%
2012
13.45%14.96%
2011
-0.11%-1.27%
2010
14.76%14.01%
2009
29.40%28.17%
2008
-33.52%-37.79%
2007
8.46%6.16%
2006
11.81%14.17%
2005
8.13%5.88%
2004
13.23%10.02%
2003
41.36%27.05%
2002
-22.45%-22.25%
2001
6.34%-13.50%
2000
6.65%-6.31%
1999
42.27%20.16%
1998
22.98%22.39%
1997
32.88%28.37%
1996
22.56%20.76%
1995
26.52%32.35%
1994
-1.42%-0.93%
1993
2.42%N/A
1992
3.61%N/A
1991
43.88%N/A
1990
-1.13%N/A
1989
37.98%N/A
1988
22.99%N/A
1987
2.31%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.97%3.82%N/AN/A
20235.84%8.22%-2.99%12.49%
2022-5.99%-15.05%-3.48%8.50%
20214.53%9.13%0.36%11.42%
2020-19.46%19.69%10.58%11.06%
201913.30%5.24%2.67%7.97%
2018-0.65%3.32%7.22%-12.33%
20175.93%2.52%4.36%6.45%
20160.63%1.82%3.26%2.86%
20152.03%0.65%-6.89%6.72%
20141.99%4.85%-0.35%5.37%
201310.51%2.80%5.63%10.37%
201211.25%-3.10%3.96%1.23%
20115.45%-0.44%-15.07%12.03%
20104.95%-11.43%9.86%12.38%
2009-9.52%16.44%15.65%6.22%
2008-9.86%-0.48%-4.04%-22.78%
20071.15%3.90%4.44%-1.18%
20066.94%-3.27%1.38%6.61%
2005-3.57%2.31%5.93%3.48%
20042.12%2.02%-2.57%11.56%
2003-3.96%20.47%6.98%14.20%
20021.87%-11.13%-20.48%7.72%
2001-7.40%29.80%-25.14%18.18%
200017.27%-2.19%0.89%-7.84%
1999-1.28%21.17%-4.10%24.02%
199810.78%-6.83%-17.98%45.26%
19971.83%19.79%14.10%-4.53%
19964.23%5.56%1.91%9.30%
19956.54%8.94%8.95%0.06%
19940.66%-2.11%2.08%-1.99%
19931.06%-2.87%-2.19%6.68%
19922.98%-8.98%1.84%8.53%
199126.02%1.18%6.24%6.21%
19904.16%8.28%-23.41%14.47%
198910.79%8.99%15.74%-1.27%
198811.60%10.13%0.80%-0.73%
198723.34%5.15%4.63%-24.60%

Rank In Category (By Total Return)

YTD18
1-Month43
3-Month34
1-Year13
3-Year11
5-Year15

Load Adjusted Returns

1-Year19.89%
3-Year8.70%
5-Year13.97%
10-Year12.02%