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Principal Capital Appreciation R5 (PCAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.95-0.41 (-0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.88%
5-year average return15.58%
Number of years up11
Number of years down2
Best 1-yr total return (26 Jun 2024)32.65%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.65%
Worst 3-yr total return7.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCAQXCategory
YTD12.75%5.31%
1-month5.15%-4.19%
3-month4.28%3.90%
1-year30.99%20.31%
3-year10.79%6.48%
5-year16.10%11.78%
10-year12.67%10.96%
Last bull market28.04%25.56%
Last bear market-15.04%-15.11%

Annual total return (%) history

Year
PCAQXCategory
2024
N/AN/A
2023
25.12%22.32%
2022
-16.31%-16.96%
2021
27.67%26.07%
2020
18.47%15.83%
2019
32.31%28.78%
2018
-3.42%-6.27%
2017
20.78%20.44%
2016
8.97%10.37%
2015
2.16%-1.07%
2014
12.42%10.96%
2013
32.65%31.50%
2012
13.70%14.96%
2011
0.05%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.97%N/AN/AN/A
20235.85%8.26%-2.97%12.52%
2022-5.97%-15.04%-3.48%8.53%
20214.56%9.15%0.37%11.45%
2020-19.45%19.72%10.60%11.07%
201913.33%5.27%2.69%8.00%
2018-0.63%3.34%7.24%-12.30%
20175.96%2.55%4.39%6.48%
20160.68%1.86%3.28%2.89%
20152.07%0.68%-6.86%6.74%
20142.03%4.89%-0.35%5.41%
201310.57%2.84%5.68%10.39%
201211.31%-3.03%4.02%1.26%
20115.51%-0.39%-15.06%12.08%
2010-11.40%9.91%12.43%N/A

Rank in category (by total return)

YTD15
1-month18
3-month19
1-year12
3-year6
5-year14

Load adjusted returns

1-year30.99%
3-year10.79%
5-year16.10%
10-year12.67%