PDSYX vs. APPLX

Last updated Apr 1, 2026

Compare and contrast key facts about Principal Diversified Select Real Asset Fund (PDSYX) and Appleseed Fund (APPLX).

PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019. APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006.

Performance

PDSYX vs. APPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Diversified Select Real Asset Fund (PDSYX) and Appleseed Fund (APPLX). The values are adjusted to include any dividend payments, if applicable.

PDSYX vs. APPLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
PDSYX Principal Diversified Select Real Asset Fund	3.24%	7.90%	3.65%	2.45%	-5.36%	14.81%	2.43%	4.08%
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	14.82%

Returns By Period

PDSYX

• 1D: 0.04%
• 1M: -1.39%
• YTD: 3.24%
• 6M: 4.72%
• 1Y: 10.25%
• 3Y*: 5.56%
• 5Y*: 4.38%
• 10Y*: —

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PDSYX vs. APPLX - Expense Ratio Comparison

PDSYX has a 1.20% expense ratio, which is higher than APPLX's 1.14% expense ratio.

PDSYX

Principal Diversified Select Real Asset Fund

APPLX

Appleseed Fund

Return for Risk

PDSYX vs. APPLX — Risk / Return Rank

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

PDSYX

PDSYX Risk / Return Rank: 86
PDSYX Sharpe Ratio Rank: 81
PDSYX Sortino Ratio Rank: 75
PDSYX Omega Ratio Rank: 95
PDSYX Calmar Ratio Rank: 79
PDSYX Martin Ratio Rank: 97

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.

PDSYX vs. APPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Select Real Asset Fund (PDSYX) and Appleseed Fund (APPLX). 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.

	PDSYX	APPLX	Difference
Sharpe ratio Return per unit of total volatility	1.52	—	—
Sortino ratio Return per unit of downside risk	1.90	—	—
Omega ratio Gain probability vs. loss probability	1.53	—	—
Calmar ratio Return relative to maximum drawdown	1.93	—	—
Martin ratio Return relative to average drawdown	16.97	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PDSYX	APPLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.52	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	—	—

Correlation

The correlation between PDSYX and APPLX is 0.68, 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

PDSYX vs. APPLX - Dividend Comparison

PDSYX's dividend yield for the trailing twelve months is around 1.79%, less than APPLX's 46.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PDSYX Principal Diversified Select Real Asset Fund	1.79%	1.85%	2.18%	2.06%	1.58%	7.46%	2.70%	1.21%	0.00%	0.00%	0.00%	0.00%
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%

Drawdowns

Drawdown Indicators

	PDSYX	APPLX	Difference
Max Drawdown Largest peak-to-trough decline	-30.01%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-5.32%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-10.95%	—	—
Current Drawdown Current decline from peak	-1.53%	—	—
Average Drawdown Average peak-to-trough decline	-4.46%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.60%	—	—

Volatility

Volatility by Period

	PDSYX	APPLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.07%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.23%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	6.83%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.38%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.82%	—	—