Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCAPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-4) | NA | 34.24% | 7.83% | 12.56% | 11.55% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCAPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-4) | 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 (%) | 1.69 | 34.24 | 7.83 | 12.56 | 11.55 | NA | NA | … | … | 28.53 | 24.14 | -16.93 | 16.69 | 13.23 | 32.56 | -4.11 | 20.64 | 8.87 | 2.02 | 12.84 | 31.98 | 13.56 | -0.06 | 12.64 |
| Sharpe Ratio | NA | 2.20 | 0.17 | 0.50 | 0.58 | NA | NA | … | … | 1.96 | 1.57 | -0.78 | 1.02 | 0.42 | 2.57 | -0.33 | 2.85 | 0.67 | 0.13 | 1.14 | 2.85 | 1.07 | 0.00 | 0.82 |
| Standard Deviation(%) | NA | 12.42 | 18.30 | 20.41 | 17.20 | NA | NA | … | … | 12.75 | 12.82 | 23.71 | 16.35 | 30.57 | 12.13 | 16.54 | 7.06 | 13.00 | 14.93 | 11.27 | 11.21 | 12.78 | 24.03 | 18.78 |
| Draw Down(%) | NA | 8.39 | 29.06 | 33.28 | 33.28 | NA | NA | … | … | 8.39 | 9.35 | 23.06 | 11.33 | 33.28 | 6.02 | 18.67 | 2.91 | 10.47 | 11.79 | 7.15 | 5.88 | 9.82 | 20.14 | 16.08 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 1.80 | 6.56 | 8.34 | 6.26 | … | … | 0.00 | 0.00 | 0.00 | 0.40 | 0.79 | 10.36 | 30.07 | 8.47 | 10.27 | 5.22 | 5.16 | 3.68 | 2.85 | 2.04 | 4.68 |
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 |
|---|---|---|---|---|
| PCAPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-4) |
3.15%
Dec 2019 – Dec 2022 |
6.09%
Mar 2015 – Mar 2020 |
9.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-4) |
21.57%
Sep 2011 – Sep 2014 |
17.75%
Oct 2016 – Oct 2021 |
15.38%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart