PLGIX vs. MRFOX
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Marshfield Concentrated Opportunity Fund (MRFOX).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
PLGIX vs. MRFOX - Performance Comparison
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PLGIX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
MRFOX Marshfield Concentrated Opportunity Fund | -4.08% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than MRFOX's -4.08% return. Over the past 10 years, PLGIX has outperformed MRFOX with an annualized return of 17.78%, while MRFOX has yielded a comparatively lower 15.18% annualized return.
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
MRFOX
- 1D
- 0.67%
- 1M
- -5.13%
- YTD
- -4.08%
- 6M
- -4.60%
- 1Y
- 2.70%
- 3Y*
- 12.36%
- 5Y*
- 10.91%
- 10Y*
- 15.18%
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PLGIX vs. MRFOX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
PLGIX vs. MRFOX — Risk / Return Rank
PLGIX
MRFOX
PLGIX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| PLGIX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.31 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.54 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 0.31 | -0.27 |
Martin ratioReturn relative to average drawdown | 0.14 | 0.80 | -0.66 |
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
| PLGIX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.31 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.91 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 1.07 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.05 | -0.64 |
Correlation
The correlation between PLGIX and MRFOX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLGIX vs. MRFOX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than MRFOX's 1.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.69% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
PLGIX vs. MRFOX - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for PLGIX and MRFOX.
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Drawdown Indicators
| PLGIX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -29.10% | -26.33% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -7.09% | -11.23% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -12.98% | -27.65% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -29.10% | -11.53% |
Current DrawdownCurrent decline from peak | -18.32% | -6.40% | -11.92% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -2.37% | -10.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 2.75% | +2.70% |
Volatility
PLGIX vs. MRFOX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.47% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLGIX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 2.74% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 7.00% | +4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 11.79% | +9.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 12.04% | +18.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 14.29% | +11.09% |