Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PWCIX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) INSTITUTIONAL CLASS) | 4.90% | 12.37% | 20.07% | 12.79% | 11.78% | 13.40% | NA | 9.54% |
Data as of 07/18/2025, AR inception is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWCIX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) INSTITUTIONAL CLASS) | 01/17/2007 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 12.37 | 20.07 | 12.79 | 11.78 | 13.40 | NA | 9.54 | 4.90 | 19.87 | 25.42 | -16.13 | 17.32 | 13.79 | 32.72 | -3.72 | 21.06 | 9.28 | 2.36 | 13.28 | 32.46 | 13.99 | 0.30 | 15.42 | 29.96 | -37.51 | -0.43 |
| Sharpe Ratio | NA | 0.37 | 0.96 | 0.62 | 0.59 | NA | NA | 0.42 | 0.22 | 0.96 | 1.67 | -0.74 | 1.07 | 0.44 | 2.58 | -0.31 | 2.87 | 0.71 | 0.16 | 1.18 | 2.89 | 1.10 | 0.01 | 0.84 | 1.05 | -0.95 | -0.20 |
| Standard Deviation(%) | NA | 19.36 | 16.77 | 17.75 | 17.70 | NA | NA | 19.85 | 22.76 | 13.86 | 12.81 | 23.67 | 16.23 | 30.55 | 12.12 | 16.53 | 7.16 | 12.73 | 14.92 | 11.28 | 11.20 | 12.78 | 24.03 | 18.26 | 28.52 | 40.44 | 17.25 |
| Draw Down(%) | NA | 19.51 | 19.51 | 28.72 | 33.24 | NA | NA | 58.01 | 19.51 | 8.93 | 9.27 | 22.85 | 11.17 | 33.24 | 6.01 | 18.58 | 2.88 | 10.42 | 11.76 | 7.12 | 5.82 | 9.77 | 20.02 | 16.00 | 26.01 | 44.71 | 13.50 |
| Yield(%) | 0.00 | 5.40 | 3.47 | 2.57 | 7.15 | 10.31 | 6.00 | 6.67 | 0.00 | 6.40 | 1.20 | 0.83 | 0.81 | 1.17 | 10.37 | 30.12 | 8.81 | 10.58 | 5.54 | 5.49 | 4.06 | 3.19 | 2.29 | 4.83 | 1.89 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWCIX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) INSTITUTIONAL CLASS) |
-10.15%
Jun 2007 - Jun 2010 |
-1.69%
May 2007 - May 2012 |
6.28%
May 2007 - May 2017 |
6.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWCIX (PRINCIPAL CAPITAL APPRECIATION FUND (FKA WEST COAST EQUITY FUND) INSTITUTIONAL CLASS) |
25.21%
Feb 2009 - Feb 2012 |
22.58%
Feb 2009 - Feb 2014 |
16.21%
Feb 2009 - Feb 2019 |
15.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart