Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCANX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-2) | NA | 27.46% | 15.19% | 15.66% | 12.59% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCANX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-2) | 03/05/2010 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.46 | 15.19 | 15.66 | 12.59 | NA | NA | … | … | 2.88 | 17.89 | 31.68 | -3.90 | 20.19 | 8.44 | 1.68 | 12.34 | 31.44 | 13.13 | -0.43 | 12.33 |
| Sharpe Ratio | NA | 0.99 | 0.63 | 0.80 | 0.71 | NA | NA | … | … | 1.25 | 0.52 | 2.50 | -0.32 | 2.81 | 0.63 | 0.11 | 1.09 | 2.80 | 1.03 | -0.02 | 0.80 |
| Standard Deviation(%) | NA | 33.38 | 22.59 | 18.60 | 17.29 | NA | NA | … | … | 16.13 | 33.56 | 12.11 | 16.47 | 6.99 | 13.01 | 14.91 | 11.27 | 11.21 | 12.76 | 24.04 | 18.78 |
| Draw Down(%) | NA | 27.82 | 33.30 | 33.30 | 33.30 | NA | NA | … | … | 4.10 | 33.30 | 6.05 | 18.23 | 2.96 | 10.50 | 11.82 | 7.19 | 5.88 | 9.88 | 20.28 | 16.15 |
| Yield(%) | 0.00 | 5.73 | 13.48 | 13.00 | 10.85 | 8.36 | 6.27 | … | … | 0.00 | 5.41 | 9.28 | 29.86 | 8.14 | 9.96 | 4.98 | 4.72 | 3.20 | 2.44 | 1.91 | 4.48 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PCANX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-2) |
4.96%
Mar 2017 – Mar 2020 |
5.77%
Mar 2015 – Mar 2020 |
10.31%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCANX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-2) |
21.10%
Sep 2011 – Sep 2014 |
16.02%
Jun 2010 – Jun 2015 |
14.11%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart