PINZX vs. AVUSX

Last updated Apr 1, 2026

Compare and contrast key facts about Principal Overseas Fund (PINZX) and Avantis U.S. Equity Fund (AVUSX).

PINZX is managed by Principal. It was launched on Sep 29, 2008. AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019.

Performance

PINZX vs. AVUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Overseas Fund (PINZX) and Avantis U.S. Equity Fund (AVUSX). The values are adjusted to include any dividend payments, if applicable.

PINZX vs. AVUSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
PINZX Principal Overseas Fund	-3.07%	40.18%	13.98%	22.59%	-4.87%	11.15%	4.09%	4.23%
AVUSX Avantis U.S. Equity Fund	-2.58%	16.44%	20.02%	21.44%	-14.42%	27.48%	18.65%	4.06%

Returns By Period

In the year-to-date period, PINZX achieves a -3.07% return, which is significantly lower than AVUSX's -2.58% return.

PINZX

• 1D: 0.09%
• 1M: -12.96%
• YTD: -3.07%
• 6M: 3.68%
• 1Y: 22.76%
• 3Y*: 19.43%
• 5Y*: 13.19%
• 10Y*: 10.70%

AVUSX

• 1D: -0.54%
• 1M: -6.68%
• YTD: -2.58%
• 6M: 0.48%
• 1Y: 18.64%
• 3Y*: 16.51%
• 5Y*: 10.44%
• 10Y*: —

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

PINZX vs. AVUSX - Expense Ratio Comparison

PINZX has a 0.97% expense ratio, which is higher than AVUSX's 0.15% expense ratio.

PINZX

Principal Overseas Fund

AVUSX

Avantis U.S. Equity Fund

Return for Risk

PINZX vs. AVUSX — Risk / Return Rank

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

PINZX

PINZX Risk / Return Rank: 65
PINZX Sharpe Ratio Rank: 69
PINZX Sortino Ratio Rank: 64
PINZX Omega Ratio Rank: 65
PINZX Calmar Ratio Rank: 65
PINZX Martin Ratio Rank: 60

AVUSX

AVUSX Risk / Return Rank: 62
AVUSX Sharpe Ratio Rank: 59
AVUSX Sortino Ratio Rank: 62
AVUSX Omega Ratio Rank: 65
AVUSX Calmar Ratio Rank: 56
AVUSX Martin Ratio Rank: 69

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.

PINZX vs. AVUSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Overseas Fund (PINZX) and Avantis U.S. Equity Fund (AVUSX). 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.

	PINZX	AVUSX	Difference
Sharpe ratio Return per unit of total volatility	1.22	1.05	+0.16
Sortino ratio Return per unit of downside risk	1.64	1.56	+0.07
Omega ratio Gain probability vs. loss probability	1.25	1.24	+0.01
Calmar ratio Return relative to maximum drawdown	1.49	1.30	+0.19
Martin ratio Return relative to average drawdown	5.77	6.56	-0.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PINZX vs. AVUSX - Sharpe Ratio Comparison

The current PINZX Sharpe Ratio is 1.22, which is comparable to the AVUSX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of PINZX and AVUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PINZX	AVUSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.22	1.05	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.78	0.61	+0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.64	-0.28

Correlation

The correlation between PINZX and AVUSX is 0.75, 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

PINZX vs. AVUSX - Dividend Comparison

PINZX's dividend yield for the trailing twelve months is around 10.02%, more than AVUSX's 2.71% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PINZX Principal Overseas Fund	10.02%	9.71%	29.12%	6.31%	8.23%	7.70%	1.85%	3.08%	10.03%	3.15%	2.04%	4.01%
AVUSX Avantis U.S. Equity Fund	2.71%	2.64%	1.36%	1.19%	1.63%	0.92%	0.94%	0.15%	0.00%	0.00%	0.00%	0.00%

Drawdowns

PINZX vs. AVUSX - Drawdown Comparison

The maximum PINZX drawdown since its inception was -44.27%, which is greater than AVUSX's maximum drawdown of -36.23%. Use the drawdown chart below to compare losses from any high point for PINZX and AVUSX.

Drawdown Indicators

	PINZX	AVUSX	Difference
Max Drawdown Largest peak-to-trough decline	-44.27%	-36.23%	-8.04%
Max Drawdown (1Y) Largest decline over 1 year	-13.53%	-12.92%	-0.61%
Max Drawdown (5Y) Largest decline over 5 years	-25.96%	-22.62%	-3.34%
Max Drawdown (10Y) Largest decline over 10 years	-44.27%	—	—
Current Drawdown Current decline from peak	-13.23%	-7.48%	-5.75%
Average Drawdown Average peak-to-trough decline	-9.31%	-5.41%	-3.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	2.57%	+0.93%

Volatility

PINZX vs. AVUSX - Volatility Comparison

Principal Overseas Fund (PINZX) has a higher volatility of 7.35% compared to Avantis U.S. Equity Fund (AVUSX) at 4.19%. This indicates that PINZX's price experiences larger fluctuations and is considered to be riskier than AVUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PINZX	AVUSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.35%	4.19%	+3.16%
Volatility (6M) Calculated over the trailing 6-month period	11.20%	9.23%	+1.97%
Volatility (1Y) Calculated over the trailing 1-year period	17.67%	18.43%	-0.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.95%	17.30%	-0.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.05%	21.10%	-3.05%