PCBIX vs. POSIX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Principal Global Real Estate Securities Fund (POSIX).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
PCBIX vs. POSIX - Performance Comparison
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PCBIX vs. POSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly lower than POSIX's -0.73% return. Over the past 10 years, PCBIX has outperformed POSIX with an annualized return of 11.48%, while POSIX has yielded a comparatively lower 3.43% annualized return.
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
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PCBIX vs. POSIX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
PCBIX vs. POSIX — Risk / Return Rank
PCBIX
POSIX
PCBIX vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Principal Global Real Estate Securities Fund (POSIX). 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.
| PCBIX | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.36 | -0.93 |
Sortino ratioReturn per unit of downside risk | -0.71 | 0.58 | -1.29 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.08 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.46 | -1.07 |
Martin ratioReturn relative to average drawdown | -1.81 | 1.81 | -3.62 |
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
| PCBIX | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.36 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.04 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.20 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.15 | +0.43 |
Correlation
The correlation between PCBIX and POSIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCBIX vs. POSIX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, more than POSIX's 2.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
PCBIX vs. POSIX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for PCBIX and POSIX.
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Drawdown Indicators
| PCBIX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -68.45% | +18.20% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -10.67% | -8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -34.15% | +2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -41.70% | +1.14% |
Current DrawdownCurrent decline from peak | -18.65% | -12.67% | -5.98% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -14.02% | +7.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 2.72% | +3.72% |
Volatility
PCBIX vs. POSIX - Volatility Comparison
Principal MidCap Fund Institutional Class (PCBIX) has a higher volatility of 4.56% compared to Principal Global Real Estate Securities Fund (POSIX) at 4.19%. This indicates that PCBIX's price experiences larger fluctuations and is considered to be riskier than POSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 4.19% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 8.13% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 14.17% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 16.22% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 16.95% | +2.14% |