PHPPX vs. ONEQ

In the year-to-date period, PHPPX achieves a -2.48% return, which is significantly lower than ONEQ's -0.59% return. Over the past 10 years, PHPPX has underperformed ONEQ with an annualized return of 9.44%, while ONEQ has yielded a comparatively higher 15.31% annualized return.

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PHPPX has a 0.92% expense ratio, which is higher than ONEQ's 0.21% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Growth Fund (PHPPX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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.

The current PHPPX Sharpe Ratio is 0.50, which is comparable to the ONEQ Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of PHPPX and ONEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHPPX has not paid dividends to shareholders, while ONEQ's dividend yield for the trailing twelve months is around 0.63%.

The maximum PHPPX drawdown since its inception was -52.33%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PHPPX and ONEQ.

Principal MidCap Growth Fund (PHPPX) has a higher volatility of 6.44% compared to Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) at 5.94%. This indicates that PHPPX's price experiences larger fluctuations and is considered to be riskier than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.