MMUFX vs. PMAQX

Last updated Apr 1, 2026

Compare and contrast key facts about MFS Utilities Fund (MMUFX) and Principal MidCap R6 (PMAQX).

MMUFX is managed by MFS. It was launched on Feb 13, 1992. PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016.

Performance

MMUFX vs. PMAQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Utilities Fund (MMUFX) and Principal MidCap R6 (PMAQX). The values are adjusted to include any dividend payments, if applicable.

MMUFX vs. PMAQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MMUFX MFS Utilities Fund	8.46%	14.32%	11.38%	-2.28%	0.35%	13.86%	6.04%	24.91%	0.85%	14.69%
PMAQX Principal MidCap R6	-12.93%	1.71%	23.74%	26.02%	-23.09%	25.29%	18.38%	49.59%	-6.79%	24.68%

Returns By Period

In the year-to-date period, MMUFX achieves a 8.46% return, which is significantly higher than PMAQX's -12.93% return.

MMUFX

• 1D: 1.02%
• 1M: -3.91%
• YTD: 8.46%
• 6M: 9.30%
• 1Y: 23.11%
• 3Y*: 10.68%
• 5Y*: 8.77%
• 10Y*: 9.36%

PMAQX

• 1D: 0.81%
• 1M: -9.54%
• YTD: -12.93%
• 6M: -16.46%
• 1Y: -11.09%
• 3Y*: 9.35%
• 5Y*: 5.16%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MMUFX vs. PMAQX - Expense Ratio Comparison

MMUFX has a 0.99% expense ratio, which is higher than PMAQX's 0.60% expense ratio.

MMUFX

MFS Utilities Fund

PMAQX

Principal MidCap R6

Return for Risk

MMUFX vs. PMAQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MMUFX

MMUFX Risk / Return Rank: 83
MMUFX Sharpe Ratio Rank: 83
MMUFX Sortino Ratio Rank: 80
MMUFX Omega Ratio Rank: 76
MMUFX Calmar Ratio Rank: 94
MMUFX Martin Ratio Rank: 83

PMAQX

PMAQX Risk / Return Rank: 1
PMAQX Sharpe Ratio Rank: 1
PMAQX Sortino Ratio Rank: 1
PMAQX Omega Ratio Rank: 1
PMAQX Calmar Ratio Rank: 1
PMAQX Martin Ratio Rank: 1

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MMUFX vs. PMAQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and Principal MidCap R6 (PMAQX). 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.

	MMUFX	PMAQX	Difference
Sharpe ratio Return per unit of total volatility	1.55	-0.57	+2.12
Sortino ratio Return per unit of downside risk	2.04	-0.70	+2.74
Omega ratio Gain probability vs. loss probability	1.29	0.91	+0.38
Calmar ratio Return relative to maximum drawdown	3.07	-0.60	+3.67
Martin ratio Return relative to average drawdown	8.31	-1.79	+10.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MMUFX vs. PMAQX - Sharpe Ratio Comparison

The current MMUFX Sharpe Ratio is 1.55, which is higher than the PMAQX Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of MMUFX and PMAQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MMUFX	PMAQX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.55	-0.57	+2.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.28	+0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.59	+0.05

Correlation

The correlation between MMUFX and PMAQX is 0.52, 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

MMUFX vs. PMAQX - Dividend Comparison

MMUFX's dividend yield for the trailing twelve months is around 3.53%, less than PMAQX's 6.66% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MMUFX MFS Utilities Fund	3.53%	3.83%	3.72%	5.82%	8.68%	5.61%	5.80%	6.85%	4.29%	2.67%	3.72%	9.09%
PMAQX Principal MidCap R6	6.66%	5.80%	6.46%	2.58%	3.18%	7.96%	1.08%	9.14%	12.39%	3.39%	0.00%	0.00%

Drawdowns

MMUFX vs. PMAQX - Drawdown Comparison

The maximum MMUFX drawdown since its inception was -56.03%, which is greater than PMAQX's maximum drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for MMUFX and PMAQX.

Drawdown Indicators

	MMUFX	PMAQX	Difference
Max Drawdown Largest peak-to-trough decline	-56.03%	-40.56%	-15.47%
Max Drawdown (1Y) Largest decline over 1 year	-8.06%	-19.25%	+11.19%
Max Drawdown (5Y) Largest decline over 5 years	-21.64%	-31.10%	+9.46%
Max Drawdown (10Y) Largest decline over 10 years	-35.82%	—	—
Current Drawdown Current decline from peak	-3.91%	-18.60%	+14.69%
Average Drawdown Average peak-to-trough decline	-8.78%	-6.67%	-2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.98%	6.43%	-3.45%

Volatility

MMUFX vs. PMAQX - Volatility Comparison

MFS Utilities Fund (MMUFX) has a higher volatility of 5.34% compared to Principal MidCap R6 (PMAQX) at 4.60%. This indicates that MMUFX's price experiences larger fluctuations and is considered to be riskier than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MMUFX	PMAQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.34%	4.60%	+0.74%
Volatility (6M) Calculated over the trailing 6-month period	10.11%	10.35%	-0.24%
Volatility (1Y) Calculated over the trailing 1-year period	15.46%	18.29%	-2.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.58%	18.53%	-2.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.54%	19.53%	-2.99%