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CMNWX: PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS A (MUTUAL FUND)
Basic Info 74.58 0.38(0.51%) May 23
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (54%) |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.82% |
Expenses | 0.77% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 12.2 | 31.5 | 11.0 | 15.2 | 12.6 | 14.4 | 10.8 | 12.2 | 25.3 | -16.6 | 27.6 | 18.4 | 32.2 | -4.1 | 20.6 | 8.9 | 2.0 | 12.4 | 32.5 | 13.4 | -0.1 | 14.8 | 29.4 | -33.5 | 8.6 | 11.8 | 8.1 | 13.2 | 41.8 | -22.1 | 6.4 | 10.2 | 42.5 | 23.0 | 32.7 | 10.8 |
Sharpe Ratio | NA | 2.84 | 2.41 | 0.52 | 0.66 | 0.67 | NA | NA | 0.53 | 1.66 | -0.76 | 2.1 | 0.54 | 2.54 | -0.33 | 2.84 | 0.67 | 0.13 | 1.09 | 2.9 | 1.06 | -0.01 | 0.81 | 1.03 | -0.85 | 0.35 | 0.72 | 0.52 | 0.91 | 2.3 | -0.89 | 0.16 | 0.18 | 2.37 | 0.84 | 1.91 | 1.37 |
Draw Down(%) | NA | 5.4 | 9.3 | 23.3 | 33.3 | 33.3 | NA | NA | 51.7 | 9.3 | 23.2 | 6.0 | 33.3 | 6.0 | 18.7 | 2.9 | 10.5 | 11.8 | 7.2 | 5.9 | 9.9 | 20.2 | 16.2 | 26.1 | 44.9 | 9.0 | 10.0 | 8.4 | 10.4 | 12.2 | 36.8 | 29.9 | 30.3 | 9.6 | 33.8 | 10.9 | 10.8 |
Standard Deviation(%) | NA | 11.8 | 11.5 | 17.0 | 20.8 | 17.4 | NA | NA | 20.2 | 12.8 | 23.7 | 13.1 | 33.6 | 12.1 | 16.6 | 7.1 | 13.0 | 14.9 | 11.4 | 11.2 | 12.8 | 24.1 | 18.2 | 28.5 | 40.4 | 16.3 | 12.0 | 11.5 | 13.6 | 17.9 | 26.1 | 26.8 | 33.2 | 16.6 | 23.3 | 15.2 | 13.1 |
Treynor Ratio | NA | 0.33 | 0.28 | 0.09 | 0.14 | 0.12 | NA | NA | 0.11 | 0.23 | -0.19 | 0.3 | 0.19 | 0.32 | -0.06 | 0.2 | 0.09 | 0.02 | 0.14 | 0.33 | 0.14 | 0.0 | 0.15 | 0.29 | -0.35 | 0.06 | 0.08 | 0.06 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.02 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.0 | 0.97 | 0.94 | 0.95 | 0.96 | NA | NA | 0.98 | 0.94 | 0.94 | 0.93 | 0.96 | 0.96 | 0.96 | 1.02 | 0.98 | 0.95 | 0.87 | 1.0 | 0.97 | 1.01 | 1.0 | 1.0 | 0.98 | 1.0 | 1.14 | 1.08 | 1.17 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.98 | 0.96 | 0.98 | 0.98 | NA | NA | 0.62 | 0.95 | 0.98 | 0.89 | 0.99 | 0.98 | 0.99 | 0.93 | 0.99 | 0.98 | 0.77 | 0.98 | 0.96 | 0.98 | 0.99 | 0.92 | 0.98 | 0.95 | 0.94 | 0.93 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.8 | 3.8 | 6.1 | 8.8 | 12.8 | 9.4 | N/A | 0.9 | 0.6 | 11.2 | 5.9 | 10.2 | 30.4 | 8.6 | 10.4 | 5.2 | 5.2 | 3.6 | 2.7 | 2.0 | 4.3 | 1.4 | 3.9 | 8.0 | 2.9 | 2.9 | 1.9 | 0.3 | 0.4 | 3.8 | 15.5 | 15.8 | 5.2 | 18.5 | 9.7 |
Dividend Growth(%) | N/A | -100.0 | 27.1 | -73.2 | -60.0 | 269.7 | N/A | N/A | N/A | 27.1 | -94.0 | 107.4 | -28.5 | -78.1 | 296.9 | -16.3 | 88.3 | 9.0 | 77.9 | 53.1 | 29.8 | -48.3 | 286.0 | -76.7 | -51.0 | 194.4 | 6.8 | 73.3 | 710.3 | -37.1 | -88.7 | -78.6 | 23.8 | 252.6 | -67.5 | 91.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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