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Principal Capital Appreciation Fund R-2 Class (PCANX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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57.48+1.21 (+2.15%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.49%
5-Year Average Return10.38%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)32.00%
Worst 1 Yr Total Return (Feb 3, 2019)-3.90%
Best 3-Yr Total Return32.00%
Worst 3-Yr Total Return7.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPCANXCategory
YTD2.88%5.31%
1-Month2.94%-4.19%
3-Month5.33%3.90%
1-Year33.03%20.31%
3-Year15.19%6.48%
5-Year11.99%11.78%
10-Year0.00%10.96%
Last Bull Market23.70%25.56%
Last Bear Market-17.70%-15.11%

Annual Total Return (%) History

Year
PCANXCategory
2020
17.89%15.83%
2019
31.68%28.78%
2018
-3.90%-6.27%
2017
20.19%20.44%
2016
8.44%10.37%
2015
1.68%-1.07%
2014
11.86%10.96%
2013
32.00%31.50%
2012
13.13%14.96%
2011
-0.43%-1.27%
2010
N/A14.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.55%19.58%10.45%10.95%
201913.19%5.15%2.56%7.87%
2018-0.76%3.23%7.10%-12.42%
20175.83%2.42%4.27%6.35%
20160.56%1.71%3.17%2.77%
20151.94%0.56%-6.98%6.63%
20141.89%4.77%-0.47%5.28%
201310.43%2.72%5.54%10.26%
201211.18%-3.14%3.88%1.13%
20115.36%-0.49%-15.15%11.92%
2010-11.49%9.74%12.32%N/A

Rank In Category (By Total Return)

YTD80
1-Month72
3-Month79
1-Year58
3-Year34
5-Year50

Load Adjusted Returns

1-Year30.23%
3-Year13.89%
5-Year15.69%
10-Year12.16%