PBCKX vs. PDSYX
PBCKX (Principal Blue Chip Fund) and PDSYX (Principal Diversified Select Real Asset Fund) are both mutual funds - PBCKX is a Large Cap Growth Equities fund managed by Principal, while PDSYX is a Global Allocation fund managed by Principal. Over the past 5 years, PBCKX returned 6.94%/yr vs 3.53%/yr for PDSYX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. PBCKX charges 0.66%/yr vs 1.20%/yr for PDSYX.
Performance
PBCKX vs. PDSYX - Performance Comparison
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Returns By Period
PBCKX
- 1D
- 2.53%
- 1M
- 2.40%
- 6M
- 1.76%
- YTD
- 0.00%
- 1Y
- -0.60%
- 3Y*
- 15.87%
- 5Y*
- 6.94%
- 10Y*
- 16.15%
- ALL TIME*
- 15.71%
PDSYX
- 1D
- -0.17%
- 1M
- 0.77%
- 6M
- 3.93%
- YTD
- 5.48%
- 1Y
- 9.19%
- 3Y*
- 5.97%
- 5Y*
- 3.53%
- 10Y*
- —
- ALL TIME*
- 4.88%
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 |
PBCKX vs. PDSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 11.95% |
PDSYX Principal Diversified Select Real Asset Fund | 5.48% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
Correlation
The correlation between PBCKX and PDSYX is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2019 | 0.57 |
Over the past year, the correlation between PBCKX and PDSYX has dropped to 0.20 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
PBCKX vs. PDSYX — Risk / Return Rank
PBCKX
PDSYX
PBCKX vs. PDSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) 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.
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.
| PBCKX | PDSYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.26 | ||
| Sortino ratioReturn per unit of downside risk | -4.98 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.62 | -0.64 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 4.70 | -4.85 |
| Martin ratioReturn relative to average drawdown | -0.42 | 18.87 | -19.30 |
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Drawdowns
PBCKX vs. PDSYX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than PDSYX's maximum drawdown of -30.01%. Use the drawdown chart below to compare losses from any high point for PBCKX and PDSYX.
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Drawdown Indicators
| PBCKX | PDSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -30.01% | -7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -1.98% | -17.12% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -5.84% | -13.26% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -10.95% | -27.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | — | — |
Current DrawdownCurrent decline from peak | -3.80% | -0.17% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.26% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 0.49% | +6.38% |
Volatility
PBCKX vs. PDSYX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to Principal Diversified Select Real Asset Fund (PDSYX) at 0.71%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than PDSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | PDSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 0.71% | +4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 2.36% | +11.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 3.03% | +13.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 6.23% | +14.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 8.63% | +11.61% |
PBCKX vs. PDSYX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than PDSYX's 1.20% expense ratio.
Dividends
PBCKX vs. PDSYX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than PDSYX's 1.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 19.94% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
PDSYX Principal Diversified Select Real Asset Fund | 1.55% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PBCKX and PDSYX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.29%) compared to PDSYX (0.71%). In terms of maximum drawdown, PBCKX dropped -38.00% vs PDSYX's -30.01%.
PDSYX currently has the higher Sharpe Ratio (3.08 vs -0.17), 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.
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