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Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)

(NASDAQ Mutual Funds) As of Jun 17, 2024 08:00 PM ET

$80.60 USD

+0.66 (0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2024

Total Return %* Percentile Rank Objective
YTD 12.88 18
3 months 4.35 19
6 months 18.47 19
1 Year 31.33 21
3 Year 11.06 3
5 Year 16.40 14
10 Year 12.95 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.07
Bull Market (2/09 - 3/21) 843.53

Load Adjusted Returns as of May 31, 2024

1 Year 32.66
5 Year 15.96
10 Year 13.16
Since Inception 10.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 12.04 NA NA NA
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
2020 -19.39 19.80 10.66 11.17
2019 13.38 5.34 2.76 8.10

Annual Return

20242023202220212020201920182017201620152014
% Total Return 12.8825.41-16.1127.9518.8032.68-3.1421.089.252.4112.68
% Total Return Rel to Index 1.57-0.832.08-0.720.401.191.24-0.71-2.681.02-0.95
% Total Return Rel to Peer 4.282.413.585.89-1.114.263.710.401.434.014.48
% Perf Quintile vs Peer* 0.002.002.002.003.002.002.003.003.002.002.00
% Dividends 0.000.650.550.450.600.630.820.820.780.870.72
% Yield 0.000.920.950.610.971.121.341.191.251.431.15
Capital Gains ($) 0.000.000.005.852.523.6718.204.145.092.352.23
Expense Ratio 0.000.460.460.490.470.470.470.470.470.460.46

* 1 = Top 20%, 5 = Bottom 20%