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PWCIX: PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 75.78 0.81(1.08%) May 06
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (87%) |
Start Date: | 01/17/2007 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.87% |
Expenses | 0.77% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/18/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 9.9 | 31.1 | 10.5 | 14.4 | 12.9 | 14.3 | 9.7 | 25.7 | -16.3 | 28.1 | 18.8 | 32.7 | -3.7 | 21.1 | 9.3 | 2.4 | 13.3 | 32.5 | 14.0 | 0.3 | 15.4 | 30.0 | -37.5 | -0.4 |
Sharpe Ratio | NA | 2.02 | 2.18 | 0.45 | 0.6 | 0.67 | NA | 0.43 | 1.69 | -0.75 | 2.16 | 0.55 | 2.58 | -0.3 | 2.87 | 0.71 | 0.16 | 1.18 | 2.89 | 1.1 | 0.01 | 0.84 | 1.05 | -0.95 | -0.2 |
Draw Down(%) | NA | 5.4 | 9.3 | 23.2 | 33.2 | 33.2 | NA | 58.0 | 9.3 | 23.0 | 6.0 | 33.2 | 6.0 | 18.6 | 2.9 | 10.4 | 11.8 | 7.1 | 5.8 | 9.8 | 20.0 | 16.0 | 26.0 | 44.7 | 13.5 |
Standard Deviation(%) | NA | 12.0 | 11.5 | 17.0 | 20.8 | 17.3 | NA | 20.1 | 12.8 | 23.7 | 13.0 | 33.5 | 12.1 | 16.5 | 7.2 | 12.7 | 14.9 | 11.3 | 11.2 | 12.8 | 24.0 | 18.3 | 28.5 | 40.4 | 17.2 |
Treynor Ratio | NA | 0.24 | 0.26 | 0.08 | 0.13 | 0.12 | NA | 0.09 | 0.23 | -0.19 | 0.3 | 0.19 | 0.33 | -0.05 | 0.2 | 0.1 | 0.02 | 0.15 | 0.33 | 0.14 | 0.0 | 0.15 | 0.3 | -0.39 | -0.04 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 |
Beta | NA | 0.99 | 0.97 | 0.95 | 0.96 | 0.96 | NA | 0.97 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.96 | 1.02 | 0.92 | 0.95 | 0.87 | 1.0 | 0.97 | 1.0 | 1.0 | 1.01 | 0.97 | 0.96 |
RSquared | NA | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | NA | 0.96 | 0.95 | 0.98 | 0.95 | 0.99 | 0.98 | 0.99 | 0.91 | 0.91 | 0.98 | 0.78 | 0.98 | 0.96 | 0.98 | 0.99 | 0.92 | 0.96 | 0.82 |
Yield(%) | N/A | 0.0 | 1.1 | 4.0 | 6.1 | 9.2 | 13.1 | N/A | 1.2 | 0.8 | 11.2 | 6.1 | 10.4 | 30.1 | 8.8 | 10.6 | 5.5 | 5.5 | 4.0 | 3.2 | 2.3 | 4.8 | 1.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 19.8 | -71.6 | -58.5 | N/A | N/A | N/A | 20.0 | -91.3 | 102.2 | -27.4 | -77.4 | 284.4 | -15.8 | 82.6 | 9.2 | 68.6 | 43.4 | 35.6 | -48.0 | 226.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/2007
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