PLSIX vs. CMNWX
Compare and contrast key facts about Principal LifeTime Strategic Income Fund (PLSIX) and Principal Capital Appreciation Fund (CMNWX).
PLSIX is managed by Principal. It was launched on Feb 28, 2001. CMNWX is managed by Principal. It was launched on Nov 24, 1986.
Performance
PLSIX vs. CMNWX - Performance Comparison
Loading graphics...
PLSIX vs. CMNWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | -0.78% | 10.46% | 8.16% | 10.93% | -13.11% | 4.40% | 10.19% | 12.77% | -3.15% | 8.73% |
CMNWX Principal Capital Appreciation Fund | -3.89% | 13.27% | 32.14% | 25.01% | -16.37% | 27.45% | 18.36% | 32.21% | -4.12% | 20.64% |
Returns By Period
In the year-to-date period, PLSIX achieves a -0.78% return, which is significantly higher than CMNWX's -3.89% return. Over the past 10 years, PLSIX has underperformed CMNWX with an annualized return of 4.85%, while CMNWX has yielded a comparatively higher 14.07% annualized return.
PLSIX
- 1D
- 1.14%
- 1M
- -2.71%
- YTD
- -0.78%
- 6M
- 0.30%
- 1Y
- 8.14%
- 3Y*
- 8.18%
- 5Y*
- 3.49%
- 10Y*
- 4.85%
CMNWX
- 1D
- 2.99%
- 1M
- -5.37%
- YTD
- -3.89%
- 6M
- -3.05%
- 1Y
- 14.87%
- 3Y*
- 19.32%
- 5Y*
- 12.60%
- 10Y*
- 14.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLSIX vs. CMNWX - Expense Ratio Comparison
PLSIX has a 0.02% expense ratio, which is lower than CMNWX's 0.80% expense ratio.
Return for Risk
PLSIX vs. CMNWX — Risk / Return Rank
PLSIX
CMNWX
PLSIX vs. CMNWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Strategic Income Fund (PLSIX) and Principal Capital Appreciation Fund (CMNWX). 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.
| PLSIX | CMNWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.88 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.39 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.40 | +0.32 |
Martin ratioReturn relative to average drawdown | 7.43 | 6.59 | +0.85 |
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
| PLSIX | CMNWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.88 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.75 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.82 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.69 | -0.25 |
Correlation
The correlation between PLSIX and CMNWX is 0.80, 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
PLSIX vs. CMNWX - Dividend Comparison
PLSIX's dividend yield for the trailing twelve months is around 5.83%, less than CMNWX's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | 5.83% | 5.79% | 6.17% | 2.59% | 5.27% | 7.76% | 3.80% | 5.45% | 7.67% | 4.76% | 2.50% | 2.11% |
CMNWX Principal Capital Appreciation Fund | 9.10% | 8.75% | 10.03% | 0.71% | 0.69% | 9.52% | 5.33% | 8.37% | 46.60% | 7.72% | 10.32% | 5.42% |
Drawdowns
PLSIX vs. CMNWX - Drawdown Comparison
The maximum PLSIX drawdown since its inception was -40.52%, smaller than the maximum CMNWX drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for PLSIX and CMNWX.
Loading graphics...
Drawdown Indicators
| PLSIX | CMNWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.52% | -50.43% | +9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.96% | -11.50% | +6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -17.93% | -23.35% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -17.93% | -33.26% | +15.33% |
Current DrawdownCurrent decline from peak | -3.04% | -6.19% | +3.15% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -6.99% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 2.44% | -1.29% |
Volatility
PLSIX vs. CMNWX - Volatility Comparison
The current volatility for Principal LifeTime Strategic Income Fund (PLSIX) is 2.75%, while Principal Capital Appreciation Fund (CMNWX) has a volatility of 5.65%. This indicates that PLSIX experiences smaller price fluctuations and is considered to be less risky than CMNWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLSIX | CMNWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 5.65% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 4.04% | 10.00% | -5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.58% | 17.54% | -10.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.78% | 16.81% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 17.17% | -11.33% |