DPIIX vs. PCSFX
DPIIX (Destra Flaherty & Crumrine Preferred and Income Fund) and PCSFX (Principal Capital Securities Fund) are both Preferred Stock funds. Over the past 10 years, DPIIX returned 4.30%/yr vs 5.22%/yr for PCSFX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. DPIIX charges 1.20%/yr vs 0.00%/yr for PCSFX.
Performance
DPIIX vs. PCSFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DPIIX achieves a 1.55% return, which is significantly higher than PCSFX's 1.37% return. Over the past 10 years, DPIIX has underperformed PCSFX with an annualized return of 4.30%, while PCSFX has yielded a comparatively higher 5.22% annualized return.
DPIIX
- 1D
- 0.06%
- 1M
- -0.29%
- 6M
- 0.90%
- YTD
- 1.55%
- 1Y
- 5.21%
- 3Y*
- 8.43%
- 5Y*
- 2.29%
- 10Y*
- 4.30%
- ALL TIME*
- 5.55%
PCSFX
- 1D
- 0.00%
- 1M
- -0.50%
- 6M
- 0.78%
- YTD
- 1.37%
- 1Y
- 5.14%
- 3Y*
- 9.20%
- 5Y*
- 3.26%
- 10Y*
- 5.22%
- ALL TIME*
- 5.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DPIIX vs. PCSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund | 1.55% | 7.85% | 11.39% | 5.94% | -13.68% | 4.89% | 5.82% | 18.60% | -5.62% | 11.88% |
PCSFX Principal Capital Securities Fund | 1.37% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
Correlation
The correlation between DPIIX and PCSFX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2014 | 0.61 |
The correlation between DPIIX and PCSFX shifts across timeframes, from 0.61 (all time) to 0.74 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DPIIX vs. PCSFX — Risk / Return Rank
DPIIX
PCSFX
DPIIX vs. PCSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destra Flaherty & Crumrine Preferred and Income Fund (DPIIX) and Principal Capital Securities Fund (PCSFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DPIIX | PCSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.59 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.77 | +0.52 |
| Martin ratioReturn relative to average drawdown | 9.73 | 7.84 | +1.89 |
Loading charts...
Drawdowns
DPIIX vs. PCSFX - Drawdown Comparison
The maximum DPIIX drawdown since its inception was -29.92%, which is greater than PCSFX's maximum drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for DPIIX and PCSFX.
Loading charts...
Drawdown Indicators
| DPIIX | PCSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.92% | -22.42% | -7.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -2.97% | +0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -4.13% | -2.97% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.76% | -18.67% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -29.92% | -22.42% | -7.50% |
Current DrawdownCurrent decline from peak | -0.41% | -0.61% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -2.45% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 0.67% | -0.11% |
Volatility
DPIIX vs. PCSFX - Volatility Comparison
Destra Flaherty & Crumrine Preferred and Income Fund (DPIIX) and Principal Capital Securities Fund (PCSFX) have volatilities of 0.49% and 0.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DPIIX | PCSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 0.48% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 1.94% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.13% | 2.18% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.13% | 4.29% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.80% | 5.03% | +2.77% |
DPIIX vs. PCSFX - Expense Ratio Comparison
DPIIX has a 1.20% expense ratio, which is higher than PCSFX's 0.00% expense ratio.
Dividends
DPIIX vs. PCSFX - Dividend Comparison
DPIIX's dividend yield for the trailing twelve months is around 5.68%, less than PCSFX's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund | 5.68% | 5.03% | 3.98% | 5.17% | 4.89% | 3.87% | 4.55% | 4.81% | 6.27% | 4.92% | 4.68% | 4.52% |
PCSFX Principal Capital Securities Fund | 5.82% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
Frequently Asked Questions
DPIIX and PCSFX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DPIIX has higher volatility (0.49%) compared to PCSFX (0.48%). In terms of maximum drawdown, DPIIX dropped -29.92% vs PCSFX's -22.42%.
DPIIX currently has the higher Sharpe Ratio (2.57 vs 2.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DPIIX and PCSFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer