- ISIN
- US74255Y6804
- CUSIP
- 74255Y680
- Issuer
- Principal
- Inception Date
- Mar 25, 2025
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $194M
Share Price Chart
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Performance
LCAP Performance Chart
Principal Capital Appreciation Select ETF (LCAP) is up 13.0% since the beginning of the year. LCAP is currently trading at $33 per share.
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Returns By Period
Principal Capital Appreciation Select ETF (LCAP) has returned 13.00% so far this year and 28.97% over the past 12 months.
Principal Capital Appreciation Select ETF
- 1D
- 0.45%
- 1M
- 3.92%
- YTD
- 13.00%
- 6M
- 12.58%
- 1Y
- 28.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
LCAP Monthly Returns History
Based on dividend-adjusted daily data since Mar 26, 2025, LCAP's average daily return is +0.10%, while the average monthly return is +1.87%. At this rate, an investment would double in approximately 3.1 years.
Historically, 75% of months were positive and 25% were negative. The best month was Apr 2026 with a return of +10.3%, while the worst month was Mar 2026 at -4.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.
On a daily basis, LCAP closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +8.3%, while the worst single day was Apr 4, 2025 at -5.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.34% | 0.50% | -4.58% | 10.28% | 3.38% | 1.00% | 13.00% | ||||||
| 2025 | -1.42% | -0.16% | 4.79% | 3.98% | 1.68% | 2.40% | 3.82% | 2.66% | 0.24% | -0.93% | 18.16% |
Benchmark Metrics
Principal Capital Appreciation Select ETF has an annualized alpha of 2.37%, beta of 0.91, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since March 27, 2025.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.38%) than losses (79.15%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 2.37% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.91 and R2 of 0.90, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.37%
- Beta
- 0.91
- R²
- 0.90
- Upside Capture
- 94.38%
- Downside Capture
- 79.15%
Expense Ratio
LCAP has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LCAP ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Principal Capital Appreciation Select ETF (LCAP) and compare them to S&P 500 Index.
| LCAP | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 2.39 | -0.11 |
Sortino ratioReturn per unit of downside risk | 3.20 | 3.25 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.43 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.12 | 3.11 | +0.01 |
Martin ratioReturn relative to average drawdown | 12.78 | 14.38 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Principal Capital Appreciation Select ETF provided a 0.09% dividend yield over the last twelve months, with an annual payout of $0.03 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.03 | $0.03 |
Dividend yield | 0.09% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal Capital Appreciation Select ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal Capital Appreciation Select ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal Capital Appreciation Select ETF was 11.31%, occurring on Apr 8, 2025. Recovery took 17 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -11.31%Apr 2025 | 12d | 24d | 1mo 6dMar 2025 - May 2025 |
2026 pullback2026 | -9.32%Mar 2026 | 2mo 2d | 17d | 2mo 19dJan 2026 - Apr 2026 |
2025 pullback2025 | -5.05%Nov 2025 | 21d | 1mo 17d | 2mo 8dOct 2025 - Jan 2026 |
2025 selloff2025 | -2.74%May 2025 | 3d | 14d | 17dMay 2025 - Jun 2025 |
2025 pullback2025 | -2.69%Oct 2025 | 3d | 14d | 17dOct 2025 - Oct 2025 |
Drawdown Indicators
| LCAP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.31% | -56.78% | +45.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -9.10% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -10.72% | +9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.97% | +0.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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