PLFMX vs. PSMIX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal Global Multi-Strategy Fund (PSMIX).
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. PSMIX is managed by Principal. It was launched on Oct 23, 2011.
Performance
PLFMX vs. PSMIX - Performance Comparison
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PLFMX vs. PSMIX - 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% |
PSMIX Principal Global Multi-Strategy Fund | 0.60% | 10.47% | 8.90% | 6.59% | -1.80% | 5.62% | 5.11% | 8.18% | -4.34% | 6.60% |
Returns By Period
In the year-to-date period, PLFMX achieves a -7.21% return, which is significantly lower than PSMIX's 0.60% return. Over the past 10 years, PLFMX has outperformed PSMIX with an annualized return of 13.08%, while PSMIX has yielded a comparatively lower 4.82% 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%
PSMIX
- 1D
- -0.09%
- 1M
- -2.33%
- YTD
- 0.60%
- 6M
- 3.33%
- 1Y
- 10.63%
- 3Y*
- 8.61%
- 5Y*
- 5.68%
- 10Y*
- 4.82%
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PLFMX vs. PSMIX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than PSMIX's 1.63% expense ratio.
Return for Risk
PLFMX vs. PSMIX — Risk / Return Rank
PLFMX
PSMIX
PLFMX vs. PSMIX - 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 Multi-Strategy Fund (PSMIX). 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 | PSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 2.20 | -1.40 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.86 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.47 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.92 | -1.93 |
Martin ratioReturn relative to average drawdown | 4.83 | 12.96 | -8.14 |
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 | PSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 2.20 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 1.26 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.13 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.14 | +0.26 |
Correlation
The correlation between PLFMX and PSMIX is 0.83, 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. PSMIX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than PSMIX's 5.49% 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% |
PSMIX Principal Global Multi-Strategy Fund | 5.49% | 5.53% | 1.66% | 3.51% | 12.10% | 4.04% | 1.68% | 0.00% | 6.52% | 2.91% | 0.15% | 3.02% |
Drawdowns
PLFMX vs. PSMIX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, roughly equal to the maximum PSMIX drawdown of -55.50%. Use the drawdown chart below to compare losses from any high point for PLFMX and PSMIX.
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Drawdown Indicators
| PLFMX | PSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -55.50% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -3.57% | -8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -6.39% | -18.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -55.50% | +21.70% |
Current DrawdownCurrent decline from peak | -9.00% | -28.20% | +19.20% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -26.60% | +16.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.80% | +1.70% |
Volatility
PLFMX vs. PSMIX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) has a higher volatility of 4.25% compared to Principal Global Multi-Strategy Fund (PSMIX) at 1.30%. This indicates that PLFMX's price experiences larger fluctuations and is considered to be riskier than PSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFMX | PSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 1.30% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 3.11% | +5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 4.90% | +12.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 4.51% | +12.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 38.09% | -20.64% |