PDSYX vs. TRXAX
Compare and contrast key facts about Principal Diversified Select Real Asset Fund (PDSYX) and Catalyst/MAP Global Balanced Fund (TRXAX).
PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019. TRXAX is managed by Catalyst Mutual Funds. It was launched on Jul 28, 2011.
Performance
PDSYX vs. TRXAX - Performance Comparison
Loading graphics...
PDSYX vs. TRXAX - 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% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.23% | 16.16% | 4.67% | 5.23% | -7.44% | 9.65% | 3.62% | 2.49% |
Returns By Period
In the year-to-date period, PDSYX achieves a 3.24% return, which is significantly higher than TRXAX's 2.23% return.
PDSYX
- 1D
- 0.04%
- 1M
- -1.39%
- YTD
- 3.24%
- 6M
- 4.72%
- 1Y
- 10.25%
- 3Y*
- 5.56%
- 5Y*
- 4.38%
- 10Y*
- —
TRXAX
- 1D
- 0.03%
- 1M
- -5.20%
- YTD
- 2.23%
- 6M
- 4.39%
- 1Y
- 14.48%
- 3Y*
- 7.99%
- 5Y*
- 4.90%
- 10Y*
- 5.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDSYX vs. TRXAX - Expense Ratio Comparison
PDSYX has a 1.20% expense ratio, which is lower than TRXAX's 1.22% expense ratio.
Return for Risk
PDSYX vs. TRXAX — Risk / Return Rank
PDSYX
TRXAX
PDSYX vs. TRXAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Select Real Asset Fund (PDSYX) and Catalyst/MAP Global Balanced Fund (TRXAX). 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 | TRXAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.98 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.68 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.40 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.55 | -0.63 |
Martin ratioReturn relative to average drawdown | 16.97 | 10.37 | +6.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PDSYX | TRXAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.98 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.63 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.68 | -0.13 |
Correlation
The correlation between PDSYX and TRXAX is 0.79, 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
PDSYX vs. TRXAX - Dividend Comparison
PDSYX's dividend yield for the trailing twelve months is around 1.79%, less than TRXAX's 2.28% 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% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.28% | 2.45% | 4.93% | 5.12% | 0.83% | 6.76% | 1.91% | 2.66% | 8.34% | 3.46% | 3.55% | 1.59% |
Drawdowns
PDSYX vs. TRXAX - Drawdown Comparison
The maximum PDSYX drawdown since its inception was -30.01%, which is greater than TRXAX's maximum drawdown of -20.50%. Use the drawdown chart below to compare losses from any high point for PDSYX and TRXAX.
Loading graphics...
Drawdown Indicators
| PDSYX | TRXAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.01% | -20.50% | -9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -5.32% | -5.60% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -10.95% | -16.03% | +5.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.50% | — |
Current DrawdownCurrent decline from peak | -1.53% | -5.20% | +3.67% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -2.67% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 1.38% | -0.78% |
Volatility
PDSYX vs. TRXAX - Volatility Comparison
The current volatility for Principal Diversified Select Real Asset Fund (PDSYX) is 1.07%, while Catalyst/MAP Global Balanced Fund (TRXAX) has a volatility of 2.51%. This indicates that PDSYX experiences smaller price fluctuations and is considered to be less risky than TRXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDSYX | TRXAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 2.51% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.23% | 4.86% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.83% | 7.42% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 7.88% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 8.26% | +0.56% |