Nasdaq - Delayed Quote USD

Principal Capital Appreciation Inst (PWCIX)

74.45 +0.01 (+0.01%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.26%
5y Average Return 14.31%
Number of Years Up 20
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 32.99%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 32.99%
Worst 3Y Total Return 8.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PWCIX
Category
YTD
12.04%
14.84%
1-Month
3.58%
1.65%
3-Month
12.04%
7.55%
1-Year
32.66%
40.47%
3-Year
12.97%
16.77%
5-Year
15.96%
16.15%
10-Year
13.16%
13.21%
Last Bull Market
37.53%
24.09%
Last Bear Market
-14.98%
-17.61%

Annual Total Return (%) History

Year
PWCIX
Category
2024
--
--
2023
25.42%
--
2022
-16.12%
--
2021
27.95%
--
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
--
20.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.04% -- -- --
2023 5.93% 8.32% -2.91% 12.58%
2022 -5.93% -14.98% -3.41% 8.58%
2021 4.62% 9.21% 0.43% 11.52%
2020 -19.39% 19.80% 10.66% 11.17%
2019 13.38% 5.35% 2.76% 8.10%
2018 -0.57% 3.42% 7.31% -12.23%
2017 6.02% 2.60% 4.46% 6.54%
2016 0.74% 1.90% 3.37% 2.95%
2015 2.13% 0.74% -6.81% 6.81%

2014 2.08% 4.96% -0.27% 5.48%
2013 10.63% 2.89% 5.74% 10.49%
2012 11.39% -2.97% 4.08% 1.33%
2011 5.58% -0.32% -15.02% 12.15%
2010 5.08% -11.32% 9.96% 12.50%
2009 -9.45% 16.57% 15.80% 6.33%
2008 -9.76% -0.35% -3.94% -22.66%
2007 1.24% 3.98% 4.54% -1.08%
2006 7.03% -3.19% 1.47% 6.69%
2005 -3.49% 2.40% 6.01% 3.57%
2004 2.22% 2.12% -2.52% 11.67%
2003 -3.86% 20.57% 7.08% 14.29%
2002 1.97% -11.07% -20.38% 7.77%
2001 -7.32% 29.92% -25.10% 18.29%
2000 17.38% -2.13% 0.97% -7.76%
1999 -4.13% 24.13% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 34
3-Month 15
1-Year 14
3-Year 5
5-Year 8

Load Adjusted Returns

1-Year 32.66%
3-Year 12.97%
5-Year 15.96%
10-Year 13.16%

Performance & Risk

YTD Return 8.26%
5y Average Return 14.31%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Principal Funds
Net Assets 4.4B
YTD Return 12.04%
Yield 0.86%
Morningstar Rating
Inception Date Jun 07, 1999

Fund Summary

The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.

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