PRINCIPAL CAPITAL APPRECIATION SELECT ETF
Symbol: LCAP
Exchange: BATS
Sector: Technology
Category: Large Blend
Inception date: 25/03/2025
Latest date: 03/06/2026
Current price: $33.09
Expense ratio: 0.29%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
3.30%
Ann. 70.44% (Sharpe / Sortino numerator)
Volatility
10.83%
Sharpe ratio
6.168
VaR 95%
-0.74%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
9.82%
Ann. 40.55% (Sharpe / Sortino numerator)
Volatility
14.49%
Sharpe ratio
2.548
VaR 95%
-1.30%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
11.68%
Ann. 23.71% (Sharpe / Sortino numerator)
Volatility
14.44%
Sharpe ratio
1.390
VaR 95%
-1.51%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
27.26%
Ann. 28.80% (Sharpe / Sortino numerator)
Volatility
12.83%
Sharpe ratio
1.962
VaR 95%
-1.30%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.
Average daily return
0.099%
Best day
3.848%
Worst day
-2.373%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $33.23 | $33.26 | $33.09 | $33.09 | 24,800 |
| 02/06/2026 | $33.31 | $33.38 | $33.27 | $33.38 | 94,200 |
| 01/06/2026 | $33.04 | $33.58 | $33.04 | $33.23 | 52,200 |
| 29/05/2026 | $33.26 | $33.26 | $33.02 | $33.05 | 43,100 |
| 28/05/2026 | $32.83 | $33.14 | $32.83 | $33.11 | 44,400 |
| 27/05/2026 | $32.96 | $32.96 | $32.80 | $32.84 | 24,400 |
| 26/05/2026 | $33.02 | $33.10 | $32.90 | $32.99 | 25,600 |
| 22/05/2026 | $32.76 | $32.90 | $32.75 | $32.82 | 19,400 |
| 21/05/2026 | $32.51 | $32.81 | $32.51 | $32.72 | 29,900 |
| 20/05/2026 | $32.45 | $32.78 | $32.45 | $32.65 | 103,800 |