Principal Capital Appreciation Fund
Principal Funds, Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
12.06%
Sharpe
1.63
Sortino
3.26
Max drawdown
-22.91%
Best month
11.33%
Worst month
-11.73%
Beta vs VTSAX
0.98
Correlation
0.99

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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