Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCFPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS P) | NA | 15.54% | 8.62% | 14.80% | NA | NA | NA | … | … |
Data as of 06/23/2017, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS P) | 09/28/2010 | 06/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 15.54 | 8.62 | 14.80 | NA | NA | NA | … | … | 9.24 | 9.06 | 2.30 | 13.03 | 32.17 | 13.77 | 0.09 | 12.18 |
| Sharpe Ratio | NA | 1.60 | 0.66 | 1.17 | NA | NA | NA | … | … | 2.79 | 0.68 | 0.15 | 1.15 | 2.87 | 1.08 | 0.00 | 4.67 |
| Standard Deviation(%) | NA | 9.50 | 12.77 | 12.26 | NA | NA | NA | … | … | 7.13 | 13.01 | 14.92 | 11.27 | 11.20 | 12.78 | 24.04 | 11.78 |
| Draw Down(%) | NA | 5.62 | 13.26 | 13.26 | NA | NA | NA | … | … | 2.89 | 10.45 | 11.76 | 7.11 | 5.83 | 9.81 | 20.08 | 3.84 |
| Yield(%) | 0.00 | 9.99 | 6.80 | 7.42 | 4.75 | 3.17 | 2.38 | … | … | 0.00 | 10.47 | 5.43 | 5.39 | 3.88 | 3.01 | 2.19 | 4.60 |
Data as of 06/23/2017, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS P) |
7.71%
Oct 2013 – Oct 2016 |
9.36%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFPX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) CLASS P) |
21.78%
Sep 2011 – Sep 2014 |
15.61%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart