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Principal Capital Appreciation R1 (PCAMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.05+0.73 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.23%
5-year average return15.75%
Number of years up10
Number of years down3
Best 1-yr total return (1 Oct 2024)31.82%
Worst 1-yr total return (1 Oct 2024)N/A
Best 3-yr total return31.82%
Worst 3-yr total return7.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCAMXCategory
YTD22.09%5.31%
1-month2.05%-4.19%
3-month5.32%3.90%
1-year37.16%20.31%
3-year12.00%6.48%
5-year15.26%11.78%
10-year12.70%10.96%
Last bull market27.70%25.56%
Last bear market-15.17%-15.11%

Annual total return (%) history

Year
PCAMXCategory
2024
N/AN/A
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
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.80%3.68%5.32%N/A
20235.69%8.08%-3.11%12.35%
2022-6.11%-15.17%-3.63%8.37%
20214.40%8.99%0.21%11.27%
2020-19.56%19.54%10.43%10.90%
201913.16%5.10%2.53%7.83%
2018-0.78%3.19%7.06%-12.44%
20175.80%2.39%4.23%6.32%
20160.52%1.70%3.13%2.73%
20151.91%0.53%-7.01%6.59%
20141.88%4.72%-0.49%5.23%
201310.41%2.67%5.51%10.22%
201211.16%-3.17%3.84%1.11%
20115.34%-0.54%-15.18%11.89%
2010-11.51%9.71%12.27%N/A

Rank in category (by total return)

YTD22
1-month38
3-month69
1-year15
3-year18
5-year41

Load adjusted returns

1-year37.16%
3-year12.00%
5-year15.26%
10-year12.70%