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S&P 500
5,830.06
-21.14(-0.36%)
Dow 30
42,701.70
-223.19(-0.52%)
Nasdaq
18,471.70
-101.43(-0.55%)
Russell 2000
2,218.01
-13.52(-0.61%)
Crude Oil
71.29
-0.45(-0.63%)
Gold
2,738.00
-21.80(-0.79%)

Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Follow

Visitors trend9M

85.99

-0.13

(-0.15%)

As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return25.06%

5-Year Average Return16.54%

Number of Years Up20

Number of Years Down4

Best 1 Yr Total Return (Oct 21, 2024)32.99%

Worst 1 Yr Total Return (Oct 21, 2024)N/A

Best 3-Yr Total Return32.99%

Worst 3-Yr Total Return8.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnPWCIXCategory

YTD22.89%5.31%

1-Month2.13%-4.19%

3-Month5.56%3.90%

1-Year38.35%20.31%

3-Year12.97%6.48%

5-Year16.27%11.78%

10-Year13.69%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%3.91%5.56%N/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-Month26

3-Month63

1-Year8

3-Year9

5-Year13

Load Adjusted Returns

1-Year38.35%

3-Year12.97%

5-Year16.27%

10-Year13.69%