APPLX vs. PDSYX
Compare and contrast key facts about Appleseed Fund (APPLX) and Principal Diversified Select Real Asset Fund (PDSYX).
APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019.
Performance
APPLX vs. PDSYX - Performance Comparison
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APPLX vs. PDSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.14% | 25.79% | 6.38% | 9.39% | -19.53% | 20.71% | 7.49% | 14.82% |
PDSYX Principal Diversified Select Real Asset Fund | 3.24% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
Returns By Period
APPLX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PDSYX
- 1D
- 0.04%
- 1M
- -1.39%
- YTD
- 3.24%
- 6M
- 4.72%
- 1Y
- 10.25%
- 3Y*
- 5.56%
- 5Y*
- 4.38%
- 10Y*
- —
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APPLX vs. PDSYX - Expense Ratio Comparison
APPLX has a 1.14% expense ratio, which is lower than PDSYX's 1.20% expense ratio.
Return for Risk
APPLX vs. PDSYX — Risk / Return Rank
APPLX
PDSYX
APPLX vs. PDSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Principal Diversified Select Real Asset Fund (PDSYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| APPLX | PDSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.52 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.55 | — |
Correlation
The correlation between APPLX and PDSYX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
APPLX vs. PDSYX - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 46.50%, more than PDSYX's 1.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 46.50% | 22.94% | 6.05% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% |
PDSYX Principal Diversified Select Real Asset Fund | 1.79% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APPLX vs. PDSYX - Drawdown Comparison
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Drawdown Indicators
| APPLX | PDSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -30.01% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.32% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.95% | — |
Current DrawdownCurrent decline from peak | — | -1.53% | — |
Average DrawdownAverage peak-to-trough decline | — | -4.46% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.60% | — |
Volatility
APPLX vs. PDSYX - Volatility Comparison
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Volatility by Period
| APPLX | PDSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 6.83% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 6.38% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 8.82% | — |