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 a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Dec 6, 2000. TWCUX is managed by American Century. It was launched on Nov 2, 1981.
Performance
PLFMX vs. TWCUX - Performance Comparison
Loading graphics...
PLFMX vs. TWCUX - 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% |
TWCUX American Century Ultra Fund | -8.79% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
Returns By Period
In the year-to-date period, PLFMX achieves a -7.21% return, which is significantly higher than TWCUX's -8.79% return. Over the past 10 years, PLFMX has underperformed TWCUX with an annualized return of 13.08%, while TWCUX has yielded a comparatively higher 16.15% 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%
TWCUX
- 1D
- 3.99%
- 1M
- -5.42%
- YTD
- -8.79%
- 6M
- -7.90%
- 1Y
- 14.91%
- 3Y*
- 17.99%
- 5Y*
- 9.40%
- 10Y*
- 16.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLFMX vs. TWCUX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Return for Risk
PLFMX vs. TWCUX — Risk / Return Rank
PLFMX
TWCUX
PLFMX vs. TWCUX - Risk-Adjusted Trends 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.
| PLFMX | TWCUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.68 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.15 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.01 | -0.01 |
Martin ratioReturn relative to average drawdown | 4.83 | 3.53 | +1.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PLFMX | TWCUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.68 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.42 | +0.23 |
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 | 0.51 | -0.12 |
Correlation
The correlation between PLFMX and TWCUX 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. TWCUX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than TWCUX's 12.69% 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% |
TWCUX American Century Ultra Fund | 12.69% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
Drawdowns
PLFMX vs. TWCUX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, smaller than the maximum TWCUX drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for PLFMX and TWCUX.
Loading graphics...
Drawdown Indicators
| PLFMX | TWCUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -62.11% | +6.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -15.72% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -35.23% | +10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -35.23% | +1.43% |
Current DrawdownCurrent decline from peak | -9.00% | -12.36% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -16.86% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.49% | -1.99% |
Volatility
PLFMX vs. TWCUX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 4.25%, while American Century Ultra Fund (TWCUX) has a volatility of 7.21%. 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.
Loading graphics...
Volatility by Period
| PLFMX | TWCUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 7.21% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 13.26% | -4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 23.37% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 22.59% | -5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 22.03% | -4.58% |