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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-1: (MF: PCAMX)
(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET
$71.25 USD
+0.58 (0.82%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.80 | 27 |
| 3 months | 11.80 | 27 |
| 6 months | 25.61 | 29 |
| 1 Year | 31.53 | 29 |
| 3 Year | 12.01 | 8 |
| 5 Year | 14.96 | 21 |
| 10 Year | 12.18 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 31.53 |
| 5 Year | 14.95 |
| 10 Year | 12.18 |
| Since Inception | 12.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.80 | NA | NA | NA |
| 2023 | 5.69 | 8.07 | -3.11 | 12.34 |
| 2022 | -6.10 | -15.16 | -3.63 | 8.36 |
| 2021 | 4.39 | 8.99 | 0.20 | 11.27 |
| 2020 | -19.56 | 19.53 | 10.42 | 10.90 |
| 2019 | 13.15 | 5.10 | 2.53 | 7.83 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.80 | 24.33 | -16.81 | 26.86 | 17.75 | 31.49 | -4.02 | 20.04 | 8.30 | 1.53 | 11.71 |
| % Total Return Rel to Index | 1.24 | -1.91 | 1.38 | -1.81 | -0.64 | 0.00 | 0.37 | -1.74 | -3.63 | 0.14 | -1.93 |
| % Total Return Rel to Peer | 1.85 | 1.33 | 2.88 | 4.81 | -2.16 | 3.06 | 2.84 | -0.62 | 0.48 | 3.13 | 3.50 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.09 | 0.09 | 0.00 | 0.09 | 0.19 | 0.40 | 0.26 | 0.22 | 0.48 | 0.23 |
| % Yield | 0.00 | 0.12 | 0.15 | 0.00 | 0.15 | 0.34 | 0.66 | 0.38 | 0.34 | 0.79 | 0.37 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 5.85 | 2.52 | 3.67 | 18.20 | 4.14 | 5.09 | 2.35 | 2.23 |
| Expense Ratio | 0.00 | 1.32 | 1.32 | 1.35 | 1.37 | 1.37 | 1.35 | 1.33 | 1.33 | 1.33 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%