PINRX vs. PMAQX
PINRX (Principal Diversified International Fund) and PMAQX (Principal MidCap R6) are both mutual funds - PINRX is a Foreign Large Cap Equities fund managed by Principal, while PMAQX is a Mid Cap Growth Equities fund managed by Principal. Over the past 5 years, PINRX returned 7.38%/yr vs 4.56%/yr for PMAQX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PINRX charges 1.32%/yr vs 0.60%/yr for PMAQX.
Performance
PINRX vs. PMAQX - Performance Comparison
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Returns By Period
In the year-to-date period, PINRX achieves a 7.39% return, which is significantly higher than PMAQX's -3.68% return.
PINRX
- 1D
- 2.43%
- 1M
- 1.79%
- 6M
- 2.02%
- YTD
- 7.39%
- 1Y
- 21.04%
- 3Y*
- 15.42%
- 5Y*
- 7.38%
- 10Y*
- 8.53%
- ALL TIME*
- 5.41%
PMAQX
- 1D
- -1.38%
- 1M
- -0.58%
- 6M
- -3.05%
- YTD
- -3.68%
- 1Y
- -7.25%
- 3Y*
- 9.39%
- 5Y*
- 4.56%
- 10Y*
- —
- ALL TIME*
- 12.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
PINRX vs. PMAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINRX Principal Diversified International Fund | 7.39% | 32.03% | 5.91% | 17.21% | -20.26% | 8.95% | 16.91% | 22.26% | -17.80% | 27.96% |
PMAQX Principal MidCap R6 | -3.68% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
Correlation
The correlation between PINRX and PMAQX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.75 |
Over the past year, the correlation between PINRX and PMAQX has dropped to 0.54 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
PINRX vs. PMAQX — Risk / Return Rank
PINRX
PMAQX
PINRX vs. PMAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified International Fund (PINRX) and Principal MidCap R6 (PMAQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PINRX | PMAQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.80 | ||
| Sortino ratioReturn per unit of downside risk | +2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.91 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | -0.48 | +2.29 |
| Martin ratioReturn relative to average drawdown | 6.30 | -0.94 | +7.24 |
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Drawdowns
PINRX vs. PMAQX - Drawdown Comparison
The maximum PINRX drawdown since its inception was -62.91%, which is greater than PMAQX's maximum drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for PINRX and PMAQX.
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Drawdown Indicators
| PINRX | PMAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.91% | -40.56% | -22.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -19.25% | +8.52% |
Max Drawdown (3Y)Largest decline over 3 years | -14.13% | -19.25% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -30.79% | -31.10% | +0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | — | — |
Current DrawdownCurrent decline from peak | -1.09% | -9.95% | +8.86% |
Average DrawdownAverage peak-to-trough decline | -16.87% | -6.89% | -9.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 9.79% | -6.70% |
Volatility
PINRX vs. PMAQX - Volatility Comparison
Principal Diversified International Fund (PINRX) and Principal MidCap R6 (PMAQX) have volatilities of 4.96% and 5.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINRX | PMAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 5.19% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 12.03% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 15.17% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 18.75% | -2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 19.43% | -3.45% |
PINRX vs. PMAQX - Expense Ratio Comparison
PINRX has a 1.32% expense ratio, which is higher than PMAQX's 0.60% expense ratio.
Dividends
PINRX vs. PMAQX - Dividend Comparison
PINRX's dividend yield for the trailing twelve months is around 1.91%, less than PMAQX's 6.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINRX Principal Diversified International Fund | 1.91% | 3.22% | 5.09% | 2.13% | 0.47% | 13.14% | 0.66% | 1.67% | 6.40% | 1.24% | 1.04% | 0.88% |
PMAQX Principal MidCap R6 | 6.02% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Frequently Asked Questions
PINRX and PMAQX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.19%) compared to PINRX (4.96%). In terms of maximum drawdown, PINRX dropped -62.91% vs PMAQX's -40.56%.
PINRX currently has the higher Sharpe Ratio (1.20 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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