PLFMX vs. PBCKX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal Blue Chip Fund (PBCKX).
PLFMX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Dec 6, 2000. PBCKX is managed by Principal. It was launched on Jun 14, 2012.
Performance
PLFMX vs. PBCKX - Performance Comparison
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PLFMX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | -7.21% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
PBCKX Principal Blue Chip Fund | -15.72% | 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, PLFMX achieves a -7.21% return, which is significantly higher than PBCKX's -15.72% return. Over the past 10 years, PLFMX has underperformed PBCKX with an annualized return of 13.08%, while PBCKX has yielded a comparatively higher 14.77% annualized return.
PLFMX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.21%
- 6M
- -4.88%
- 1Y
- 13.70%
- 3Y*
- 16.94%
- 5Y*
- 10.93%
- 10Y*
- 13.08%
PBCKX
- 1D
- 0.23%
- 1M
- -8.65%
- YTD
- -15.72%
- 6M
- -17.23%
- 1Y
- -3.74%
- 3Y*
- 14.69%
- 5Y*
- 6.91%
- 10Y*
- 14.77%
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PLFMX vs. PBCKX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Return for Risk
PLFMX vs. PBCKX — Risk / Return Rank
PLFMX
PBCKX
PLFMX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) 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.
| PLFMX | PBCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.18 | +0.99 |
Sortino ratioReturn per unit of downside risk | 1.28 | -0.13 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.98 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.31 | +1.30 |
Martin ratioReturn relative to average drawdown | 4.83 | -1.05 | +5.88 |
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
| PLFMX | PBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.18 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.34 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.40 |
Correlation
The correlation between PLFMX 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
PLFMX vs. PBCKX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than PBCKX's 23.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.59% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
PBCKX Principal Blue Chip Fund | 23.66% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
Drawdowns
PLFMX vs. PBCKX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, which is greater than PBCKX's maximum drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PLFMX and PBCKX.
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Drawdown Indicators
| PLFMX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -38.00% | -17.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -19.10% | +6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -38.00% | +13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -38.00% | +4.20% |
Current DrawdownCurrent decline from peak | -9.00% | -18.92% | +9.92% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -5.64% | -4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 5.57% | -3.07% |
Volatility
PLFMX vs. PBCKX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 4.25%, while Principal Blue Chip Fund (PBCKX) has a volatility of 5.28%. This indicates that PLFMX 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
| PLFMX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.28% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 11.31% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 19.33% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 20.28% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 20.13% | -2.68% |