PLFMX vs. TWCUX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and American Century Ultra Fund (TWCUX).
PLFMX is managed by Principal. It was launched on Dec 6, 2000. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFMX or TWCUX.
Performance
PLFMX vs. TWCUX - Performance Comparison
Returns By Period
In the year-to-date period, PLFMX achieves a 24.80% return, which is significantly lower than TWCUX's 27.98% return. Over the past 10 years, PLFMX has underperformed TWCUX with an annualized return of 8.35%, while TWCUX has yielded a comparatively higher 9.83% annualized return.
PLFMX
24.80%
1.14%
11.84%
27.78%
9.39%
8.35%
TWCUX
27.98%
2.10%
12.24%
27.14%
12.97%
9.83%
Key characteristics
| PLFMX | TWCUX | |
|---|---|---|
| Sharpe Ratio | 2.14 | 1.48 |
| Sortino Ratio | 2.78 | 1.95 |
| Omega Ratio | 1.41 | 1.28 |
| Calmar Ratio | 1.90 | 1.10 |
| Martin Ratio | 13.29 | 6.61 |
| Ulcer Index | 2.07% | 4.06% |
| Daily Std Dev | 12.86% | 18.17% |
| Max Drawdown | -56.11% | -72.83% |
| Current Drawdown | -1.35% | -1.59% |
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PLFMX vs. TWCUX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Correlation
The correlation between PLFMX and TWCUX is 0.92, 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.
Risk-Adjusted Performance
PLFMX vs. TWCUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and American Century Ultra Fund (TWCUX). 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.
Dividends
PLFMX vs. TWCUX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 0.71%, while TWCUX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 0.71% | 0.88% | 0.88% | 0.48% | 1.22% | 1.33% | 1.43% | 1.17% | 1.39% | 1.25% | 1.22% | 1.14% |
TWCUX American Century Ultra Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.29% | 0.24% | 0.34% | 0.30% |
Drawdowns
PLFMX vs. TWCUX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -56.11%, smaller than the maximum TWCUX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for PLFMX and TWCUX. For additional features, visit the drawdowns tool.
Volatility
PLFMX vs. TWCUX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 4.05%, while American Century Ultra Fund (TWCUX) has a volatility of 5.67%. This indicates that PLFMX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.