CPHYX vs. PLGIX
Compare and contrast key facts about Principal High Yield Fund (CPHYX) and Principal LargeCap Growth Fund I (PLGIX).
CPHYX is managed by Principal. It was launched on Apr 8, 1998. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
CPHYX vs. PLGIX - Performance Comparison
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CPHYX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPHYX Principal High Yield Fund | -1.64% | 6.68% | 7.09% | 11.27% | -9.32% | 5.41% | 6.11% | 13.24% | -4.76% | 7.78% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, CPHYX achieves a -1.64% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, CPHYX has underperformed PLGIX with an annualized return of 5.18%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
CPHYX
- 1D
- 0.15%
- 1M
- -2.37%
- YTD
- -1.64%
- 6M
- -0.71%
- 1Y
- 4.38%
- 3Y*
- 6.45%
- 5Y*
- 3.40%
- 10Y*
- 5.18%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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CPHYX vs. PLGIX - Expense Ratio Comparison
CPHYX has a 0.91% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
CPHYX vs. PLGIX — Risk / Return Rank
CPHYX
PLGIX
CPHYX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal High Yield Fund (CPHYX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| CPHYX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.16 | +1.00 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.40 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.05 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.04 | +1.26 |
Martin ratioReturn relative to average drawdown | 5.98 | 0.14 | +5.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPHYX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.16 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.47 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 0.70 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.41 | +0.70 |
Correlation
The correlation between CPHYX and PLGIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CPHYX vs. PLGIX - Dividend Comparison
CPHYX's dividend yield for the trailing twelve months is around 6.09%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPHYX Principal High Yield Fund | 6.09% | 6.46% | 6.23% | 4.70% | 4.56% | 4.72% | 4.82% | 5.50% | 6.18% | 4.90% | 5.62% | 6.24% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
CPHYX vs. PLGIX - Drawdown Comparison
The maximum CPHYX drawdown since its inception was -27.79%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for CPHYX and PLGIX.
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Drawdown Indicators
| CPHYX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.79% | -55.43% | +27.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.42% | -18.32% | +14.90% |
Max Drawdown (5Y)Largest decline over 5 years | -14.33% | -40.63% | +26.30% |
Max Drawdown (10Y)Largest decline over 10 years | -20.68% | -40.63% | +19.95% |
Current DrawdownCurrent decline from peak | -2.47% | -18.32% | +15.85% |
Average DrawdownAverage peak-to-trough decline | -2.63% | -13.31% | +10.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 5.45% | -4.71% |
Volatility
CPHYX vs. PLGIX - Volatility Comparison
The current volatility for Principal High Yield Fund (CPHYX) is 1.25%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that CPHYX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPHYX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 5.47% | -4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.18% | 11.68% | -9.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 21.30% | -17.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 30.09% | -25.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.36% | 25.38% | -20.02% |