PFUMX vs. PLGIX
Compare and contrast key facts about Principal Finisterre Emerging Markets Total Return Bond Fund (PFUMX) and Principal LargeCap Growth Fund I (PLGIX).
PFUMX is managed by Principal. It was launched on Jul 10, 2016. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PFUMX vs. PLGIX - Performance Comparison
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PFUMX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFUMX Principal Finisterre Emerging Markets Total Return Bond Fund | -1.15% | 16.05% | 7.41% | 11.21% | -9.30% | -2.99% | 7.84% | 14.75% | -1.61% | 11.00% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 32.53% |
Returns By Period
In the year-to-date period, PFUMX achieves a -1.15% return, which is significantly higher than PLGIX's -14.91% return.
PFUMX
- 1D
- -0.21%
- 1M
- -4.45%
- YTD
- -1.15%
- 6M
- 2.16%
- 1Y
- 11.62%
- 3Y*
- 10.04%
- 5Y*
- 4.26%
- 10Y*
- —
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PFUMX vs. PLGIX - Expense Ratio Comparison
PFUMX has a 0.84% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PFUMX vs. PLGIX — Risk / Return Rank
PFUMX
PLGIX
PFUMX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Finisterre Emerging Markets Total Return Bond Fund (PFUMX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PFUMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.55 | 0.16 | +2.38 |
Sortino ratioReturn per unit of downside risk | 3.45 | 0.40 | +3.06 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.05 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 0.04 | +2.57 |
Martin ratioReturn relative to average drawdown | 12.22 | 0.14 | +12.08 |
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
| PFUMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.55 | 0.16 | +2.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.47 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.41 | +0.74 |
Correlation
The correlation between PFUMX and PLGIX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PFUMX vs. PLGIX - Dividend Comparison
PFUMX's dividend yield for the trailing twelve months is around 5.47%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFUMX Principal Finisterre Emerging Markets Total Return Bond Fund | 5.47% | 5.89% | 7.26% | 6.43% | 7.99% | 2.98% | 4.29% | 5.43% | 3.84% | 7.86% | 0.00% | 0.00% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PFUMX vs. PLGIX - Drawdown Comparison
The maximum PFUMX drawdown since its inception was -21.27%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PFUMX and PLGIX.
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Drawdown Indicators
| PFUMX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -55.43% | +34.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -18.32% | +13.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.27% | -40.63% | +19.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.63% | — |
Current DrawdownCurrent decline from peak | -4.45% | -18.32% | +13.87% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -13.31% | +9.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 5.45% | -4.50% |
Volatility
PFUMX vs. PLGIX - Volatility Comparison
The current volatility for Principal Finisterre Emerging Markets Total Return Bond Fund (PFUMX) is 1.98%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PFUMX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFUMX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.98% | 5.47% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 11.68% | -8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.55% | 21.30% | -16.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.13% | 30.09% | -24.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 25.38% | -20.65% |