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Principal Capital Appreciation R4 (PCAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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78.41-0.41 (-0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.82%
5-Year Average Return15.44%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)32.49%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return32.49%
Worst 3-Yr Total Return7.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPCAPXCategory
YTD12.72%5.31%
1-Month5.16%-4.19%
3-Month4.26%3.90%
1-Year30.86%20.31%
3-Year10.66%6.48%
5-Year15.97%11.78%
10-Year12.54%10.96%
Last Bull Market27.98%25.56%
Last Bear Market-15.07%-15.11%

Annual Total Return (%) History

Year
PCAPXCategory
2024
N/AN/A
2023
24.96%22.32%
2022
-16.41%-16.96%
2021
27.50%26.07%
2020
18.32%15.83%
2019
32.16%28.78%
2018
-3.53%-6.27%
2017
20.64%20.44%
2016
8.83%10.37%
2015
2.07%-1.07%
2014
12.27%10.96%
2013
32.49%31.50%
2012
13.56%14.96%
2011
-0.06%-1.27%
2010
N/A14.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.95%N/AN/AN/A
20235.83%8.21%-2.99%12.48%
2022-5.99%-15.07%-3.50%8.49%
20214.51%9.13%0.33%11.42%
2020-19.48%19.71%10.55%11.05%
201913.29%5.23%2.66%7.98%
2018-0.68%3.32%7.20%-12.31%
20175.92%2.52%4.36%6.46%
20160.64%1.81%3.27%2.85%
20152.04%0.66%-6.90%6.73%
20142.00%4.86%-0.38%5.37%
201310.52%2.82%5.63%10.38%
201211.28%-3.05%3.98%1.24%
20115.46%-0.39%-15.08%12.03%
2010-11.40%9.85%12.40%N/A

Rank In Category (By Total Return)

YTD16
1-Month18
3-Month20
1-Year13
3-Year6
5-Year16

Load Adjusted Returns

1-Year30.86%
3-Year10.66%
5-Year15.97%
10-Year12.54%