PWCIX
Principal Capital Appreciation-Inst
$81.64
-0.04 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4670.175M |
| 52 Week High | 81.68 |
| 52 Week Low | 58.976 |
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Key Data
| Symbol | PWCIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 81.64 |
| Price Yesterday | 81.68 |
| Market Cap | 4,670.18 |
| YTD Return | 18.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 81.68 |
|---|---|
| 52 Week Low | 58.98 |
| Market Cap | 4,670.18M |
| Shares Outstanding | 57.20M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.81% |
Returns Annualized
| One Day | -11.62% |
|---|---|
| Five Days | 139.32% |
| One Months | 72.67% |
| Three Months | 30.22% |
| Six Months | 41.68% |
| Nine Months | 45.80% |
| One Year | 31.17% |
| Three Years | 11.14% |
| Five Years | 15.79% |
| Ten Years | 13.24% |
| YTD | 39.54% |
| Since Inception | 10.99% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.74% |
| One Month | 4.43% |
| Three Months | 6.70% |
| Six Months | 18.68% |
| Nine Months | 32.25% |
| One Year | 31.14% |
| Three Years | 37.06% |
| Five Years | 107.75% |
| Ten Years | 245.73% |
| YTD | 18.73% |
| Since Inception | 1259.31% |
Yearly Returns
| 2024 | 18.73% |
|---|---|
| 2023 | 25.41% |
| 2022 | -16.12% |
| 2021 | 27.95% |
| 2020 | 18.81% |
| 2019 | 32.69% |
| 2018 | -3.15% |
| 2017 | 21.07% |
| 2016 | 9.25% |
| 2015 | 2.41% |
Risk against SP-DA
| Alpha | 2.52% |
|---|---|
| Beta | 1 |
| Correlation | 99.41% |
| Downside Deviation | 2.68% |
| Coefficient of determination | 98.82% |
| Standard Deviation | 3.23% |
| Sharpe Ratio | 0.22 |
| Sortino | 0.92 |
| Treynor | 25.86 |
| Ulcer Index | 2.73 |
| Ulcer Performance Index | 0.9 |