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Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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81.21

+0.45

(+0.56%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up20

Number of Years Down4

Best 1 Yr Total Return (Jun 30, 2024)32.99%

Worst 1 Yr Total Return (Jun 30, 2024)N/A

Risk Statistics

3 Years

PWCIXCategory Average

5 Years

PWCIXCategory Average

10 Years

PWCIXCategory Average

Alpha

1.44-0.01

0.89-0.01

0.54-0.01

BETA

0.990.01

0.970.01

0.970.01

Mean Annual Return

1.010.01

1.40.01

1.110.01

R-squared

99.050.94

98.740.95

98.640.95

Standard Deviation

17.660.17

17.770.19

14.930.15

Sharpe Ratio

0.50

0.820.01

0.790.01

Treynor Ratio

7.890.03

14.60.1

11.750.1