PLFMX vs. POSIX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal Global Real Estate Securities Fund (POSIX).
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. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
PLFMX vs. POSIX - Performance Comparison
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PLFMX vs. POSIX - 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% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, PLFMX achieves a -7.21% return, which is significantly lower than POSIX's -0.73% return. Over the past 10 years, PLFMX has outperformed POSIX with an annualized return of 13.08%, while POSIX has yielded a comparatively lower 3.43% 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%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
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PLFMX vs. POSIX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
PLFMX vs. POSIX — Risk / Return Rank
PLFMX
POSIX
PLFMX vs. POSIX - 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 Global Real Estate Securities Fund (POSIX). 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 | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.36 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.58 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.08 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.46 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.83 | 1.81 | +3.01 |
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 | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.36 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.04 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.20 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.15 | +0.24 |
Correlation
The correlation between PLFMX and POSIX is 0.73, 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. POSIX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than POSIX's 2.66% 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% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
PLFMX vs. POSIX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for PLFMX and POSIX.
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Drawdown Indicators
| PLFMX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -68.45% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -10.67% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -34.15% | +9.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -41.70% | +7.90% |
Current DrawdownCurrent decline from peak | -9.00% | -12.67% | +3.67% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -14.02% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.72% | -0.22% |
Volatility
PLFMX vs. POSIX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal Global Real Estate Securities Fund (POSIX) have volatilities of 4.25% and 4.19%, 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
| PLFMX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.19% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 8.13% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 14.17% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 16.22% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 16.95% | +0.50% |