# Principal Capital Appreciation Inst (PWCIX)

> Source: Nexqual · https://nexqual.com/PWCIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal Capital Appreciation Inst (PWCIX), nexqual.com/PWCIX" · informational, not investment advice.

**Price:** USD 94.64 (-0.56% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 95.17 · day 94.64–94.64 · 52w 80.36–97.31 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.2% vs S&P 500 +13.4%; 5Y +71.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.2% | +71.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.2% | +11.4% |
| Volatility (annualized) | 13.1% | 16.1% |
| Max drawdown | -8.9% (Feb 2026→Mar 2026) | -22.9% (Dec 2021→Oct 2022) |

## Peers
PLFIX (Principal Fds, Inc. LargeCap S&) USD 36.35 +0.00% · PEIIX (Principal Fds, Inc. Equity Inco) USD 45.94 +0.00% · QILGX (Federated Hermes MDT Large Cap ) USD 44.41 +0.00% · PVMIX (Principal Fds, Inc. MidCap Valu) USD 17.97 +0.00% · FMSTX (Federated Hermes MDT Large Cap ) USD 42.18 -0.00%

## More
Full page: https://nexqual.com/PWCIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt