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Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)
(NASDAQ Mutual Funds) As of Jan 30, 2026 06:47 PM ET
$87.27 USD
-0.78 (-0.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.52 | 51 |
| 3 months | 1.19 | 58 |
| 6 months | 9.45 | 35 |
| 1 Year | 13.53 | 51 |
| 3 Year | 21.58 | 35 |
| 5 Year | 14.04 | 12 |
| 10 Year | 14.56 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.08 |
| Bull Market (2/09 - 3/21) | 1,097.65 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 13.52 |
| 5 Year | 14.04 |
| 10 Year | 14.56 |
| Since Inception | 10.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.63 | 9.91 | 8.15 | 1.19 |
| 2024 | 12.04 | 3.90 | 5.55 | 2.70 |
| 2023 | 5.92 | 8.32 | -2.91 | 12.58 |
| 2022 | -5.92 | -14.97 | -3.41 | 8.57 |
| 2021 | 4.61 | 9.20 | 0.42 | 11.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.52 | 26.21 | 25.41 | -16.11 | 27.95 | 18.80 | 32.68 | -3.14 | 21.08 | 9.25 |
| % Total Return Rel to Index | -4.69 | 1.19 | -0.83 | 2.08 | -0.72 | 0.40 | 1.19 | 1.24 | -0.71 | -2.68 |
| % Total Return Rel to Peer | 0.81 | 6.82 | 2.41 | 3.58 | 5.89 | -1.11 | 4.26 | 3.71 | 0.40 | 1.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.47 | 0.57 | 0.65 | 0.55 | 0.45 | 0.60 | 0.63 | 0.82 | 0.82 | 0.78 |
| % Yield | 0.49 | 0.64 | 0.77 | 0.95 | 0.61 | 0.97 | 1.12 | 1.34 | 1.19 | 1.25 |
| Capital Gains ($) | 6.96 | 3.79 | 0.00 | 0.00 | 5.85 | 2.52 | 3.67 | 18.20 | 4.14 | 5.09 |
| Expense Ratio | 0.45 | 0.45 | 0.46 | 0.46 | 0.49 | 0.47 | 0.47 | 0.47 | 0.47 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%