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Nasdaq - Delayed Quote USD

Principal Capital Appreciation R1 (PCAMX)

84.86
+0.32
+(0.38%)
At close: November 22 at 8:00:55 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 27.45%
5y Average Return 15.44%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Nov 21, 2024) 31.82%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 31.82%
Worst 3Y Total Return 7.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCAMX
Category
YTD
21.14%
5.31%
1-Month
-0.78%
-4.19%
3-Month
3.33%
3.90%
1-Year
38.36%
20.31%
3-Year
9.01%
6.48%
5-Year
14.61%
11.78%
10-Year
12.32%
10.96%
Last Bull Market
27.70%
25.56%
Last Bear Market
-15.17%
-15.11%

Annual Total Return (%) History

Year
PCAMX
Category
2024
--
--
2023
24.34%
22.32%
2022
-16.82%
-16.96%
2021
26.87%
26.07%
2020
17.75%
15.83%
2019
31.49%
28.78%
2018
-4.02%
-6.27%
2017
20.03%
20.44%

2016
8.30%
10.37%
2015
1.54%
-1.07%
2014
11.72%
10.96%
2013
31.82%
31.50%
2012
13.01%
14.96%
2011
-0.56%
-1.27%
2010
--
14.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.80% 3.68% 5.32% --
2023 5.69% 8.08% -3.11% 12.35%
2022 -6.11% -15.17% -3.63% 8.37%
2021 4.40% 8.99% 0.21% 11.27%
2020 -19.56% 19.54% 10.43% 10.90%
2019 13.16% 5.10% 2.53% 7.83%
2018 -0.78% 3.19% 7.06% -12.44%
2017 5.80% 2.39% 4.23% 6.32%
2016 0.52% 1.70% 3.13% 2.73%
2015 1.91% 0.53% -7.01% 6.59%

2014 1.88% 4.72% -0.49% 5.23%
2013 10.41% 2.67% 5.51% 10.22%
2012 11.16% -3.17% 3.84% 1.11%
2011 5.34% -0.54% -15.18% 11.89%
2010 -11.51% 9.71% 12.27% --

Rank in Category (By Total Return)

YTD 21
1-Month 35
3-Month 49
1-Year 21
3-Year 24
5-Year 39

Load Adjusted Returns

1-Year 38.36%
3-Year 9.01%
5-Year 14.61%
10-Year 12.32%

Performance & Risk

YTD Return 27.45%
5y Average Return 15.44%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Principal Funds
Net Assets 4.94B
YTD Return 21.14%
Yield 0.11%
Morningstar Rating
Inception Date Nov 24, 1986

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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