Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCAMX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-1) | NA | 34.29% | 7.58% | 12.17% | 11.08% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCAMX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-1) | 03/05/2010 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 34.29 | 7.58 | 12.17 | 11.08 | NA | NA | … | … | 27.94 | 24.17 | -16.96 | 15.91 | 12.59 | 31.99 | -4.62 | 20.02 | 8.34 | 1.48 | 12.29 | 31.30 | 13.00 | -0.56 | 12.20 |
| Sharpe Ratio | NA | 2.20 | 0.16 | 0.48 | 0.55 | NA | NA | … | … | 1.91 | 1.57 | -0.78 | 0.97 | 0.40 | 2.52 | -0.36 | 2.79 | 0.63 | 0.10 | 1.09 | 2.79 | 1.02 | -0.02 | 0.79 |
| Standard Deviation(%) | NA | 12.41 | 18.31 | 20.41 | 17.20 | NA | NA | … | … | 12.75 | 12.80 | 23.67 | 16.45 | 30.57 | 12.13 | 16.54 | 6.98 | 13.01 | 14.93 | 11.29 | 11.20 | 12.78 | 24.04 | 18.78 |
| Draw Down(%) | NA | 8.43 | 29.48 | 33.31 | 33.31 | NA | NA | … | … | 8.43 | 9.44 | 23.36 | 11.50 | 33.31 | 6.05 | 18.79 | 2.98 | 10.51 | 11.84 | 7.20 | 5.90 | 9.93 | 20.33 | 16.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.53 | 6.27 | 7.82 | 5.86 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 9.94 | 29.91 | 7.93 | 9.69 | 4.93 | 4.63 | 2.88 | 2.26 | 1.93 | 4.43 |
Data as of 11/25/2024, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAMX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-1) |
2.61%
Sep 2019 – Sep 2022 |
5.57%
Mar 2015 – Mar 2020 |
8.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAMX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-1) |
20.97%
Sep 2011 – Sep 2014 |
17.15%
Oct 2016 – Oct 2021 |
14.80%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart