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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

Risk Overview

Morningstar Risk Rating★★

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%

Risk Statistics

3 Years

PCANXCategory Average

5 Years

PCANXCategory Average

10 Years

PCANXCategory Average

Alpha

0.28-0.01

-0.41-0.01

-0.83-0.01

BETA

0.950.01

0.960.01

0.970.01

Mean Annual Return

1.220.01

1.310.01

1.030.01

R-squared

98.70.94

98.540.95

98.310.95

Standard Deviation

17.730.17

14.510.19

13.310.15

Sharpe Ratio

0.740

10.01

0.890.01

Treynor Ratio

13.060.03

15.160.1

11.850.1