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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

Risk Overview

Morningstar Risk Rating★★

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

Risk Statistics

3 Years

PCAPXCategory Average

5 Years

PCAPXCategory Average

10 Years

PCAPXCategory Average

Alpha

1.07-0.01

0.51-0.01

0.16-0.01

BETA

0.990.01

0.970.01

0.970.01

Mean Annual Return

0.970.01

1.370.01

1.080.01

R-squared

99.050.94

98.750.95

98.650.95

Standard Deviation

17.660.17

17.770.19

14.930.15

Sharpe Ratio

0.480

0.80.01

0.770.01

Treynor Ratio

7.480.03

14.160.1

11.310.1