Singapore markets closed

Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
80.38-0.24 (-0.30%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.90%
5-year average return15.62%
Number of years up20
Number of years down4
Best 1-yr total return (20 Jun 2024)32.99%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return32.99%
Worst 3-yr total return8.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPWCIXCategory
YTD12.89%5.31%
1-month5.19%-4.19%
3-month4.36%3.90%
1-year31.33%20.31%
3-year11.06%6.48%
5-year16.39%11.78%
10-year12.96%10.96%
Last bull market28.15%25.56%
Last bear market-14.98%-15.11%

Annual total return (%) history

Year
PWCIXCategory
2024
N/AN/A
2023
25.42%22.32%
2022
-16.12%-16.96%
2021
27.95%26.07%
2020
18.81%15.83%
2019
32.69%28.78%
2018
-3.15%-6.27%
2017
21.07%20.44%
2016
9.25%10.37%
2015
2.41%-1.07%
2014
12.70%10.96%
2013
32.99%31.50%
2012
13.99%14.96%
2011
0.30%-1.27%
2010
15.28%14.01%
2009
29.97%28.17%
2008
-33.20%-37.79%
2007
8.85%6.16%
2006
12.17%14.17%
2005
8.49%5.88%
2004
13.63%10.02%
2003
41.87%27.05%
2002
-22.19%-22.25%
2001
6.69%-13.50%
2000
6.99%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.04%N/AN/AN/A
20235.93%8.32%-2.91%12.58%
2022-5.93%-14.98%-3.41%8.58%
20214.62%9.21%0.43%11.52%
2020-19.39%19.80%10.66%11.17%
201913.38%5.35%2.76%8.10%
2018-0.57%3.42%7.31%-12.23%
20176.02%2.60%4.46%6.54%
20160.74%1.90%3.37%2.95%
20152.13%0.74%-6.81%6.81%
20142.08%4.96%-0.27%5.48%
201310.63%2.89%5.74%10.49%
201211.39%-2.97%4.08%1.33%
20115.58%-0.32%-15.02%12.15%
20105.08%-11.32%9.96%12.50%
2009-9.45%16.57%15.80%6.33%
2008-9.76%-0.35%-3.94%-22.66%
20071.24%3.98%4.54%-1.08%
20067.03%-3.19%1.47%6.69%
2005-3.49%2.40%6.01%3.57%
20042.22%2.12%-2.52%11.67%
2003-3.86%20.57%7.08%14.29%
20021.97%-11.07%-20.38%7.77%
2001-7.32%29.92%-25.10%18.29%
200017.38%-2.13%0.97%-7.76%
1999-4.13%24.13%N/AN/A

Rank in category (by total return)

YTD14
1-month18
3-month18
1-year11
3-year5
5-year11

Load adjusted returns

1-year31.33%
3-year11.06%
5-year16.39%
10-year12.96%