PLVIX vs. PBCKX
PLVIX (Principal LargeCap Value Fund III) and PBCKX (Principal Blue Chip Fund) are both mutual funds - PLVIX is a Large Cap Value Equities fund managed by Principal, while PBCKX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PLVIX returned 11.73%/yr vs 16.21%/yr for PBCKX. A 0.78 correlation means they provide meaningful diversification when combined. PLVIX charges 0.70%/yr vs 0.66%/yr for PBCKX.
Performance
PLVIX vs. PBCKX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PLVIX achieves a 12.51% return, which is significantly higher than PBCKX's -0.19% return. Over the past 10 years, PLVIX has underperformed PBCKX with an annualized return of 11.73%, while PBCKX has yielded a comparatively higher 16.21% annualized return.
PLVIX
- 1D
- 0.31%
- 1M
- 1.35%
- 6M
- 9.24%
- YTD
- 12.51%
- 1Y
- 19.72%
- 3Y*
- 17.38%
- 5Y*
- 11.70%
- 10Y*
- 11.73%
PBCKX
- 1D
- 1.41%
- 1M
- 2.01%
- 6M
- -0.48%
- YTD
- -0.19%
- 1Y
- -0.08%
- 3Y*
- 16.18%
- 5Y*
- 7.20%
- 10Y*
- 16.21%
PLVIX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 12.51% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
PBCKX Principal Blue Chip Fund | -0.19% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Correlation
The correlation between PLVIX and PBCKX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012 | 0.78 |
Over the past year, the correlation between PLVIX and PBCKX has dropped to 0.56 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PLVIX vs. PBCKX — Risk / Return Rank
PLVIX
PBCKX
PLVIX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Principal Blue Chip Fund (PBCKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLVIX | PBCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.66 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.01 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | -0.02 | +2.39 |
| Martin ratioReturn relative to average drawdown | 8.51 | -0.05 | +8.56 |
Loading charts...
Drawdowns
PLVIX vs. PBCKX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than PBCKX's maximum drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PLVIX and PBCKX.
Loading charts...
Drawdown Indicators
| PLVIX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -38.00% | -24.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -19.10% | +11.16% |
Max Drawdown (3Y)Largest decline over 3 years | -15.03% | -19.10% | +4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -38.00% | +20.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -38.00% | -0.51% |
Current DrawdownCurrent decline from peak | -0.26% | -3.98% | +3.72% |
Average DrawdownAverage peak-to-trough decline | -10.05% | -5.66% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 6.70% | -4.50% |
Volatility
PLVIX vs. PBCKX - Volatility Comparison
The current volatility for Principal LargeCap Value Fund III (PLVIX) is 2.68%, while Principal Blue Chip Fund (PBCKX) has a volatility of 4.91%. This indicates that PLVIX experiences smaller price fluctuations and is considered to be less risky than PBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PLVIX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 4.91% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 13.23% | -4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.47% | 15.93% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.20% | 20.48% | -5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 20.20% | -3.34% |
PLVIX vs. PBCKX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Dividends
PLVIX vs. PBCKX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 19.01%, less than PBCKX's 19.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 19.98% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
PLVIX Principal LargeCap Value Fund III | 19.01% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
Frequently Asked Questions
PLVIX and PBCKX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (4.91%) compared to PLVIX (2.68%). In terms of maximum drawdown, PLVIX dropped -62.55% vs PBCKX's -38.00%.
PLVIX currently has the higher Sharpe Ratio (1.64 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PLVIX and PBCKX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer