Mail

New Zealand markets open in 58 minutes

NZX 50
11,790.92
+14.22(+0.12%)
NZD/USD
0.6105
+0.0027(+0.45%)
ALL ORDS
7,986.10
+26.40(+0.33%)
OIL
83.88
+1.07(+1.29%)
GOLD
2,369.40
+36.00(+1.54%)

Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

80.76

+0.52

(+0.65%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★

Number of years up20

Number of years down4

Best 1-yr total return (30 Jun 2024)32.99%

Worst 1-yr total return (30 Jun 2024)N/A

Risk statistics

3 years

PWCIXCategory average

5 years

PWCIXCategory average

10 years

PWCIXCategory average

Alpha

1.44-0.01

0.89-0.01

0.54-0.01

BETA

0.990.01

0.970.01

0.970.01

Mean annual return

1.010.01

1.40.01

1.110.01

R-squared

99.050.94

98.740.95

98.640.95

Standard deviation

17.660.17

17.770.19

14.930.15

Sharpe ratio

0.50

0.820.01

0.790.01

Treynor ratio

7.890.03

14.60.1

11.750.1