Performance analysis of LCAP (PRINCIPAL CAPITAL APPRECIATION SELECT ETF)
Annual Return
Since Mar 26, 2025, LCAP has had an average annual return of +24.78%, outperforming the benchmark SPY, which returned +24.42% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.37% | +18.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.34% | +0.50% | -4.58% | +10.28% | +3.38% | +0.27% | +1.06% | +13.37% | |||||
| 2025 | -1.42% | -0.16% | +4.79% | +3.98% | +1.68% | +2.40% | +3.82% | +2.67% | +0.24% | -0.94% | +18.16% |
Drawdown analysis of LCAP (PRINCIPAL CAPITAL APPRECIATION SELECT ETF)
The maximum drawdown for the LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 17 trading sessions.
The current LCAP drawdown is -0.36%.
Since Mar 26, 2025 LCAP has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.31% | Mar 26, 2025 | 9 | Apr 8, 2025 | 17 | May 2, 2025 | 26 |
| -9.33% | Jan 26, 2026 | 44 | Mar 30, 2026 | 12 | Apr 16, 2026 | 56 |
| -5.05% | Oct 29, 2025 | 16 | Nov 20, 2025 | 30 | Jan 6, 2026 | 46 |
| -4.28% | Jun 2, 2026 | 6 | Jun 10, 2026 | 16 | Jul 6, 2026 | 22 |
| -2.74% | May 19, 2025 | 4 | May 23, 2025 | 9 | Jun 6, 2025 | 13 |
| -2.69% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.37% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.20% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.18% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -1.56% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.42% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.34% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.27% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.21% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.96% | Jul 6, 2026 | 2 | Jul 8, 2026 | 2 | Jul 10, 2026 | 4 |
| -0.95% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.80% | May 2, 2025 | 2 | May 6, 2025 | 4 | May 12, 2025 | 6 |
| -0.77% | Jul 3, 2025 | 2 | Jul 8, 2025 | 9 | Jul 21, 2025 | 11 |
| -0.74% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.73% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.73% | Jan 6, 2026 | 2 | Jan 8, 2026 | 1 | Jan 9, 2026 | 3 |
| -0.69% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.69% | Jul 10, 2026 | 1 | Jul 13, 2026 | 1 | Jul 14, 2026 | 2 |
| -0.37% | Sep 15, 2025 | 2 | Sep 17, 2025 | 2 | Sep 19, 2025 | 4 |
| -0.35% | Sep 4, 2025 | 1 | Sep 5, 2025 | 1 | Sep 8, 2025 | 2 |