PLGIX vs. SPXU

In the year-to-date period, PLGIX achieves a -0.00% return, which is significantly higher than SPXU's -9.39% return. Over the past 10 years, PLGIX has outperformed SPXU with an annualized return of 13.68%, while SPXU has yielded a comparatively lower -38.72% annualized return.

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PLGIX has a 0.67% expense ratio, which is lower than SPXU's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and ProShares UltraPro Short S&P500 (SPXU). 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 current PLGIX Sharpe Ratio is 0.51, which is higher than the SPXU Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of PLGIX and SPXU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLGIX's dividend yield for the trailing twelve months is around 31.88%, more than SPXU's 8.78% yield.

The maximum PLGIX drawdown since its inception was -55.43%, smaller than the maximum SPXU drawdown of -99.99%. Use the drawdown chart below to compare losses from any high point for PLGIX and SPXU. For additional features, visit the drawdowns tool.

The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 5.47%, while ProShares UltraPro Short S&P500 (SPXU) has a volatility of 14.41%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than SPXU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.