PLSIX vs. PLGIX
Compare and contrast key facts about Principal LifeTime Strategic Income Fund (PLSIX) and Principal LargeCap Growth Fund I (PLGIX).
PLSIX is managed by Principal. It was launched on Feb 28, 2001. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLSIX vs. PLGIX - Performance Comparison
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PLSIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | -1.90% | 10.46% | 8.16% | 10.93% | -13.11% | 4.40% | 10.19% | 12.77% | -3.15% | 8.73% |
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% |
Returns By Period
In the year-to-date period, PLSIX achieves a -1.90% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLSIX has underperformed PLGIX with an annualized return of 4.73%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PLSIX
- 1D
- 0.18%
- 1M
- -4.13%
- YTD
- -1.90%
- 6M
- -0.59%
- 1Y
- 7.11%
- 3Y*
- 7.77%
- 5Y*
- 3.39%
- 10Y*
- 4.73%
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%
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PLSIX vs. PLGIX - Expense Ratio Comparison
PLSIX has a 0.02% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PLSIX vs. PLGIX — Risk / Return Rank
PLSIX
PLGIX
PLSIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Strategic Income Fund (PLSIX) and Principal LargeCap Growth Fund I (PLGIX). 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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.16 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.59 | 0.40 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.05 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.04 | +1.35 |
Martin ratioReturn relative to average drawdown | 6.12 | 0.14 | +5.98 |
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
| PLSIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.16 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.47 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.70 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.41 | +0.02 |
Correlation
The correlation between PLSIX and PLGIX is 0.78, 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. PLGIX - Dividend Comparison
PLSIX's dividend yield for the trailing twelve months is around 5.90%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | 5.90% | 5.79% | 6.17% | 2.59% | 5.27% | 7.76% | 3.80% | 5.45% | 7.67% | 4.76% | 2.50% | 2.11% |
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% |
Drawdowns
PLSIX vs. PLGIX - Drawdown Comparison
The maximum PLSIX drawdown since its inception was -40.52%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLSIX and PLGIX.
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Drawdown Indicators
| PLSIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.52% | -55.43% | +14.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.96% | -18.32% | +13.36% |
Max Drawdown (5Y)Largest decline over 5 years | -17.93% | -40.63% | +22.70% |
Max Drawdown (10Y)Largest decline over 10 years | -17.93% | -40.63% | +22.70% |
Current DrawdownCurrent decline from peak | -4.13% | -18.32% | +14.19% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -13.31% | +6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 5.45% | -4.32% |
Volatility
PLSIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime Strategic Income Fund (PLSIX) is 2.41%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLSIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 5.47% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 11.68% | -7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.50% | 21.30% | -14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.76% | 30.09% | -23.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.82% | 25.38% | -19.56% |