Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCAQX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-5) | 10.56% | 25.14% | 21.48% | 11.63% | 13.50% | 12.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCAQX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-5) | 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 (%) | 0.68 | 25.14 | 21.48 | 11.63 | 13.50 | 12.97 | NA | … | … | 10.56 | 6.03 | 19.71 | 25.12 | -16.32 | 16.92 | 13.40 | 32.34 | -4.00 | 20.78 | 9.01 | 2.11 | 12.98 | 32.14 | 13.70 | 0.05 | 12.76 |
| Sharpe Ratio | NA | 1.87 | 1.26 | 0.53 | 0.68 | NA | NA | … | … | 1.68 | 0.16 | 0.95 | 1.64 | -0.75 | 1.04 | 0.43 | 2.55 | -0.32 | 2.86 | 0.68 | 0.14 | 1.15 | 2.87 | 1.08 | 0.00 | 0.82 |
| Standard Deviation(%) | NA | 12.38 | 14.73 | 17.21 | 17.44 | NA | NA | … | … | 14.03 | 19.70 | 13.85 | 12.80 | 23.67 | 16.32 | 30.56 | 12.13 | 16.54 | 7.08 | 13.01 | 14.93 | 11.27 | 11.20 | 12.78 | 24.03 | 18.79 |
| Draw Down(%) | NA | 8.90 | 19.55 | 28.95 | 33.26 | NA | NA | … | … | 8.90 | 19.55 | 8.85 | 9.32 | 23.00 | 11.27 | 33.26 | 6.01 | 18.65 | 2.90 | 10.45 | 11.77 | 7.15 | 5.84 | 9.82 | 20.09 | 16.06 |
| Yield(%) | 0.00 | 8.89 | 6.63 | 4.03 | 8.06 | 9.46 | 8.05 | … | … | 0.00 | 8.90 | 6.26 | 0.94 | 0.63 | 0.54 | 0.90 | 10.13 | 30.08 | 8.55 | 10.38 | 5.35 | 5.24 | 3.84 | 2.93 | 2.12 | 4.71 |
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 |
|---|---|---|---|---|
| PCAQX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-5) |
3.37%
Sep 2019 – Sep 2022 |
6.15%
Mar 2015 – Mar 2020 |
9.40%
Oct 2013 – Oct 2023 |
11.47%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCAQX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) R-5) |
24.16%
Sep 2022 – Sep 2025 |
17.82%
Oct 2016 – Oct 2021 |
15.49%
Sep 2011 – Sep 2021 |
13.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart