PLFIX vs. PBCKX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal Blue Chip Fund (PBCKX).
PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001. PBCKX is managed by Principal. It was launched on Jun 14, 2012.
Performance
PLFIX vs. PBCKX - Performance Comparison
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PLFIX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
PBCKX Principal Blue Chip Fund | -12.82% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Returns By Period
In the year-to-date period, PLFIX achieves a -7.07% return, which is significantly higher than PBCKX's -12.82% return. Over the past 10 years, PLFIX has underperformed PBCKX with an annualized return of 13.72%, while PBCKX has yielded a comparatively higher 15.16% annualized return.
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
PBCKX
- 1D
- 3.44%
- 1M
- -5.82%
- YTD
- -12.82%
- 6M
- -14.35%
- 1Y
- -0.99%
- 3Y*
- 15.99%
- 5Y*
- 7.24%
- 10Y*
- 15.16%
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PLFIX vs. PBCKX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is lower than PBCKX's 0.66% expense ratio.
Return for Risk
PLFIX vs. PBCKX — Risk / Return Rank
PLFIX
PBCKX
PLFIX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal Blue Chip Fund (PBCKX). 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.
| PLFIX | PBCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | -0.02 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.11 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.01 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | -0.01 | +1.06 |
Martin ratioReturn relative to average drawdown | 5.14 | -0.02 | +5.16 |
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
| PLFIX | PBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | -0.02 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.36 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.81 | -0.36 |
Correlation
The correlation between PLFIX and PBCKX is 0.93, 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
PLFIX vs. PBCKX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, less than PBCKX's 22.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
PBCKX Principal Blue Chip Fund | 22.88% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
Drawdowns
PLFIX vs. PBCKX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, which is greater than PBCKX's maximum drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PLFIX and PBCKX.
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Drawdown Indicators
| PLFIX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -38.00% | -17.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -19.10% | +6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -38.00% | +13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -38.00% | +4.23% |
Current DrawdownCurrent decline from peak | -8.90% | -16.13% | +7.23% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -5.64% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.66% | -3.18% |
Volatility
PLFIX vs. PBCKX - Volatility Comparison
The current volatility for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is 4.24%, while Principal Blue Chip Fund (PBCKX) has a volatility of 6.49%. This indicates that PLFIX experiences smaller price fluctuations and is considered to be less risky than PBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFIX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 6.49% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 11.83% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 19.60% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 20.34% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 20.15% | -2.67% |