Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMNWX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS A) | 9.93% | 24.41% | 21.19% | 11.59% | 13.37% | 12.72% | 10.44% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMNWX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS A) | 06/21/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 0.82 | 24.41 | 21.19 | 11.59 | 13.37 | 12.72 | 10.44 | … | … | 9.93 | 13.27 | 25.52 | 25.33 | -16.37 | 16.59 | 13.21 | 32.20 | -4.12 | 20.64 | 8.87 | 1.99 | 12.39 | 32.49 | 13.43 | -0.13 | 14.80 | 29.42 | -33.46 | 8.61 | 11.83 | 8.13 | 13.24 | 41.83 | -22.11 | 6.43 | 10.16 | 42.50 | 23.00 | 32.72 | 10.76 |
| Sharpe Ratio | NA | 1.86 | 1.26 | 0.52 | 0.67 | NA | NA | … | … | 1.68 | 0.57 | 1.69 | 1.71 | -0.76 | 1.01 | 0.42 | 2.53 | -0.33 | 2.84 | 0.67 | 0.13 | 1.09 | 2.90 | 1.06 | -0.01 | 0.81 | 1.03 | -0.85 | 0.34 | 0.70 | 0.51 | 0.90 | 2.30 | -0.89 | 0.15 | 0.18 | 2.36 | 0.84 | 1.90 | 1.35 |
| Standard Deviation(%) | NA | 12.37 | 14.73 | 17.23 | 17.46 | NA | NA | … | … | 14.03 | 18.21 | 12.94 | 12.80 | 23.66 | 16.42 | 30.57 | 12.14 | 16.58 | 7.07 | 13.00 | 14.92 | 11.40 | 11.19 | 12.78 | 24.05 | 18.23 | 28.49 | 40.35 | 16.28 | 12.01 | 11.51 | 13.58 | 17.90 | 26.13 | 26.80 | 33.24 | 16.59 | 23.30 | 15.21 | 13.10 |
| Draw Down(%) | NA | 8.91 | 19.54 | 29.12 | 33.26 | NA | NA | … | … | 8.91 | 19.54 | 8.41 | 9.33 | 23.03 | 11.46 | 33.26 | 6.02 | 18.66 | 2.91 | 10.47 | 11.80 | 7.16 | 5.85 | 9.87 | 20.16 | 16.17 | 26.09 | 44.93 | 9.00 | 9.96 | 8.38 | 10.35 | 12.17 | 36.83 | 29.90 | 30.27 | 9.64 | 33.80 | 10.85 | 10.79 |
| Yield(%) | 0.00 | 9.09 | 6.72 | 4.08 | 8.11 | 9.33 | 7.84 | … | … | 0.00 | 9.10 | 6.31 | 0.88 | 0.57 | 0.50 | 0.87 | 10.21 | 30.37 | 8.58 | 10.36 | 5.25 | 5.19 | 3.64 | 2.69 | 2.01 | 4.27 | 1.40 | 3.92 | 7.95 | 2.89 | 2.94 | 1.86 | 0.32 | 0.40 | 3.78 | 15.48 | 15.76 | 5.15 | 18.48 | 9.68 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNWX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS A) |
-13.63%
Feb 2006 – Feb 2009 |
-4.41%
Feb 2004 – Feb 2009 |
2.28%
Aug 2000 – Aug 2010 |
6.37%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNWX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS A) |
39.98%
Aug 1998 – Aug 2001 |
27.85%
Jul 1996 – Jul 2001 |
16.13%
Jul 1996 – Jul 2006 |
14.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart