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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-4: (MF: PCAPX)
(NASDAQ Mutual Funds) As of May 15, 2024 08:00 PM ET
$76.60 USD
+0.94 (1.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.18 | 22 |
| 3 months | 4.84 | 29 |
| 6 months | 22.54 | 37 |
| 1 Year | 24.40 | 30 |
| 3 Year | 9.08 | 5 |
| 5 Year | 13.46 | 16 |
| 10 Year | 12.21 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 32.18 |
| 5 Year | 15.52 |
| 10 Year | 12.74 |
| Since Inception | 12.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.94 | NA | NA | NA |
| 2023 | 5.83 | 8.20 | -2.98 | 12.48 |
| 2022 | -5.99 | -15.07 | -3.50 | 8.49 |
| 2021 | 4.51 | 9.13 | 0.32 | 11.42 |
| 2020 | -19.48 | 19.70 | 10.55 | 11.04 |
| 2019 | 13.29 | 5.23 | 2.66 | 7.98 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.18 | 24.96 | -16.41 | 27.50 | 18.32 | 32.16 | -3.53 | 20.65 | 8.83 | 2.06 | 12.26 |
| % Total Return Rel to Index | 1.14 | -1.28 | 1.79 | -1.18 | -0.07 | 0.67 | 0.86 | -1.13 | -3.10 | 0.67 | -1.38 |
| % Total Return Rel to Peer | 2.35 | 1.96 | 3.28 | 5.44 | -1.59 | 3.73 | 3.32 | -0.01 | 1.01 | 3.66 | 4.05 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.44 | 0.33 | 0.21 | 0.39 | 0.44 | 0.63 | 0.59 | 0.57 | 0.66 | 0.52 |
| % Yield | 0.00 | 0.62 | 0.58 | 0.29 | 0.63 | 0.79 | 1.03 | 0.85 | 0.90 | 1.07 | 0.83 |
| Capital Gains ($) | 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 | 0.82 | 0.82 | 0.85 | 0.87 | 0.87 | 0.85 | 0.83 | 0.83 | 0.83 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%