Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMNCX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS C) | NA | 4.35% | 11.31% | 9.86% | 10.38% | 8.60% | 9.32% | … | … |
Data as of 05/30/2023, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMNCX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS C) | 03/15/2002 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.35 | 11.31 | 9.86 | 10.38 | 8.60 | 9.32 | … | … | 7.75 | -17.57 | 9.03 | 17.40 | 31.04 | -4.31 | 19.69 | 7.94 | 1.23 | 11.32 | 31.34 | 12.51 | -1.00 | 13.73 | 27.96 | -34.15 | 7.48 | 10.91 | 7.17 | 12.29 | 40.10 | -24.94 |
| Sharpe Ratio | NA | 0.01 | 0.48 | 0.38 | 0.53 | NA | NA | … | … | 1.07 | -0.80 | 0.46 | 0.51 | 2.44 | -0.34 | 2.74 | 0.59 | 0.08 | 1.00 | 2.80 | 0.98 | -0.04 | 0.75 | 0.98 | -0.87 | 0.28 | 0.64 | 0.43 | 0.83 | 2.21 | -1.15 |
| Standard Deviation(%) | NA | 20.10 | 21.22 | 22.74 | 18.29 | NA | NA | … | … | 14.43 | 23.68 | 19.38 | 33.56 | 12.14 | 16.49 | 7.00 | 13.01 | 14.91 | 11.34 | 11.17 | 12.77 | 24.02 | 18.25 | 28.53 | 40.31 | 16.26 | 12.01 | 11.50 | 13.58 | 17.86 | 27.24 |
| Draw Down(%) | NA | 15.46 | 32.31 | 33.31 | 33.31 | NA | NA | … | … | 7.81 | 23.72 | 15.32 | 33.31 | 6.08 | 18.30 | 3.02 | 10.56 | 11.88 | 7.25 | 5.92 | 10.02 | 20.44 | 16.32 | 26.20 | 45.39 | 9.07 | 10.07 | 8.56 | 10.74 | 12.59 | 36.62 |
| Yield(%) | 0.00 | 0.36 | 9.69 | 12.75 | 11.56 | 9.32 | 11.56 | … | … | 0.00 | 0.31 | 17.27 | 8.55 | 14.37 | 38.54 | 10.03 | 11.97 | 5.68 | 5.45 | 3.61 | 2.37 | 1.57 | 4.17 | 0.92 | 4.03 | 8.34 | 2.75 | 2.88 | 1.44 | 0.00 | 0.00 |
Data as of 05/30/2023, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNCX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS C) |
-14.49%
Feb 2006 – Feb 2009 |
-5.30%
Feb 2004 – Feb 2009 |
4.82%
May 2002 – May 2012 |
6.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNCX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS C) |
24.06%
Dec 2018 – Dec 2021 |
20.89%
Feb 2009 – Feb 2014 |
14.94%
Sep 2011 – Sep 2021 |
10.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart