Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCAOX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-3) | 10.41% | 24.77% | 21.11% | 11.25% | 13.14% | 12.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCAOX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-3) | 03/05/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 24.77 | 21.11 | 11.25 | 13.14 | 12.62 | NA | … | … | 10.41 | 12.99 | 25.52 | 24.73 | -16.58 | 16.33 | 12.96 | 32.28 | -4.33 | 20.42 | 8.67 | 1.80 | 12.64 | 31.70 | 13.37 | -0.28 | 12.50 |
| Sharpe Ratio | NA | 1.84 | 1.24 | 0.51 | 0.66 | NA | NA | … | … | 1.65 | 0.56 | 1.69 | 1.66 | -0.76 | 0.99 | 0.41 | 2.54 | -0.35 | 2.83 | 0.65 | 0.12 | 1.12 | 2.83 | 1.05 | -0.01 | 0.81 |
| Standard Deviation(%) | NA | 12.38 | 14.74 | 17.23 | 17.45 | NA | NA | … | … | 14.05 | 18.21 | 12.94 | 12.80 | 23.67 | 16.43 | 30.57 | 12.12 | 16.54 | 7.01 | 13.02 | 14.92 | 11.28 | 11.21 | 12.77 | 24.04 | 18.80 |
| Draw Down(%) | NA | 8.94 | 19.60 | 29.26 | 33.29 | NA | NA | … | … | 8.94 | 19.60 | 8.42 | 9.39 | 23.17 | 11.46 | 33.29 | 6.03 | 18.70 | 2.95 | 10.49 | 11.81 | 7.18 | 5.87 | 9.88 | 20.20 | 16.11 |
| Yield(%) | 0.00 | 8.86 | 6.47 | 3.83 | 7.86 | 9.13 | 7.75 | … | … | 0.00 | 8.86 | 6.10 | 0.70 | 0.36 | 0.32 | 0.62 | 10.18 | 30.09 | 8.24 | 10.16 | 5.10 | 5.01 | 3.50 | 2.79 | 2.06 | 4.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PCAOX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-3) |
2.95%
Sep 2019 – Sep 2022 |
5.88%
Mar 2015 – Mar 2020 |
9.06%
Oct 2013 – Oct 2023 |
11.12%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAOX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-3) |
23.78%
Sep 2022 – Sep 2025 |
17.50%
Oct 2016 – Oct 2021 |
15.15%
Sep 2011 – Sep 2021 |
13.16%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart