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PLFMX vs. VIGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PLFMX and VIGRX is 0.95, 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.


-0.50.00.51.00.9

Performance

PLFMX vs. VIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Growth Index Fund (VIGRX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
7.60%
13.16%
PLFMX
VIGRX

Key characteristics

Sharpe Ratio

PLFMX:

1.50

VIGRX:

1.42

Sortino Ratio

PLFMX:

2.04

VIGRX:

1.94

Omega Ratio

PLFMX:

1.27

VIGRX:

1.26

Calmar Ratio

PLFMX:

2.15

VIGRX:

1.95

Martin Ratio

PLFMX:

8.47

VIGRX:

7.35

Ulcer Index

PLFMX:

2.29%

VIGRX:

3.44%

Daily Std Dev

PLFMX:

12.97%

VIGRX:

17.83%

Max Drawdown

PLFMX:

-56.11%

VIGRX:

-57.48%

Current Drawdown

PLFMX:

-2.06%

VIGRX:

-1.44%

Returns By Period

In the year-to-date period, PLFMX achieves a 2.92% return, which is significantly higher than VIGRX's 2.69% return. Over the past 10 years, PLFMX has underperformed VIGRX with an annualized return of 8.24%, while VIGRX has yielded a comparatively higher 15.55% annualized return.


PLFMX

YTD

2.92%

1M

3.73%

6M

9.61%

1Y

21.15%

5Y*

8.12%

10Y*

8.24%

VIGRX

YTD

2.69%

1M

3.91%

6M

15.64%

1Y

27.89%

5Y*

16.72%

10Y*

15.55%

*Annualized

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PLFMX vs. VIGRX - Expense Ratio Comparison

PLFMX has a 0.72% expense ratio, which is higher than VIGRX's 0.17% expense ratio.


Expense ratio chart for PLFMX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for VIGRX: current value at 0.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.17%

Risk-Adjusted Performance

PLFMX vs. VIGRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLFMX
The Risk-Adjusted Performance Rank of PLFMX is 8181
Overall Rank
The Sharpe Ratio Rank of PLFMX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PLFMX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of PLFMX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of PLFMX is 8686
Calmar Ratio Rank
The Martin Ratio Rank of PLFMX is 8585
Martin Ratio Rank

VIGRX
The Risk-Adjusted Performance Rank of VIGRX is 7979
Overall Rank
The Sharpe Ratio Rank of VIGRX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGRX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VIGRX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of VIGRX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of VIGRX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PLFMX vs. VIGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Growth Index Fund (VIGRX). 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.


The chart of Sharpe ratio for PLFMX, currently valued at 1.50, compared to the broader market-1.000.001.002.003.004.001.501.42
The chart of Sortino ratio for PLFMX, currently valued at 2.04, compared to the broader market0.002.004.006.008.0010.0012.002.041.94
The chart of Omega ratio for PLFMX, currently valued at 1.27, compared to the broader market1.002.003.004.001.271.26
The chart of Calmar ratio for PLFMX, currently valued at 2.15, compared to the broader market0.005.0010.0015.0020.002.151.95
The chart of Martin ratio for PLFMX, currently valued at 8.47, compared to the broader market0.0020.0040.0060.0080.008.477.35
PLFMX
VIGRX

The current PLFMX Sharpe Ratio is 1.50, which is comparable to the VIGRX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of PLFMX and VIGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.50
1.42
PLFMX
VIGRX

Dividends

PLFMX vs. VIGRX - Dividend Comparison

PLFMX's dividend yield for the trailing twelve months is around 0.70%, more than VIGRX's 0.34% yield.


TTM20242023202220212020201920182017201620152014
PLFMX
Principal LargeCap S&P 500 Index Fund
0.70%0.72%0.88%0.88%0.48%1.22%1.33%1.43%1.17%1.39%1.25%1.22%
VIGRX
Vanguard Growth Index Fund
0.34%0.35%0.47%0.54%0.36%0.56%0.83%1.18%1.03%1.27%1.16%1.07%

Drawdowns

PLFMX vs. VIGRX - Drawdown Comparison

The maximum PLFMX drawdown since its inception was -56.11%, roughly equal to the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for PLFMX and VIGRX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.06%
-1.44%
PLFMX
VIGRX

Volatility

PLFMX vs. VIGRX - Volatility Comparison

The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 3.50%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 5.50%. This indicates that PLFMX experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
3.50%
5.50%
PLFMX
VIGRX