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Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.94-0.04 (-0.05%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up20
Number of years down4
Best 1-yr total return (13 Jun 2024)32.99%
Worst 1-yr total return (13 Jun 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