PLVIX vs. SACAX
Compare and contrast key facts about Principal LargeCap Value Fund III (PLVIX) and Principal SAM Strategic Growth Portfolio (SACAX).
PLVIX is managed by Principal. It was launched on Dec 6, 2000. SACAX is managed by Principal. It was launched on Jul 24, 1996.
Performance
PLVIX vs. SACAX - Performance Comparison
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PLVIX vs. SACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | -2.25% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
SACAX Principal SAM Strategic Growth Portfolio | -3.93% | 16.56% | 24.20% | 21.42% | -19.06% | 19.34% | 15.11% | 26.87% | -9.13% | 21.68% |
Returns By Period
In the year-to-date period, PLVIX achieves a -2.25% return, which is significantly higher than SACAX's -3.93% return. Both investments have delivered pretty close results over the past 10 years, with PLVIX having a 10.80% annualized return and SACAX not far behind at 10.78%.
PLVIX
- 1D
- -0.35%
- 1M
- -7.22%
- YTD
- -2.25%
- 6M
- 0.17%
- 1Y
- 8.68%
- 3Y*
- 14.13%
- 5Y*
- 9.38%
- 10Y*
- 10.80%
SACAX
- 1D
- -0.36%
- 1M
- -8.47%
- YTD
- -3.93%
- 6M
- -1.85%
- 1Y
- 13.46%
- 3Y*
- 16.91%
- 5Y*
- 9.09%
- 10Y*
- 10.78%
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PLVIX vs. SACAX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is higher than SACAX's 0.61% expense ratio.
Return for Risk
PLVIX vs. SACAX — Risk / Return Rank
PLVIX
SACAX
PLVIX vs. SACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Principal SAM Strategic Growth Portfolio (SACAX). 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.
| PLVIX | SACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.89 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.34 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.05 | -0.34 |
Martin ratioReturn relative to average drawdown | 2.88 | 4.99 | -2.11 |
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
| PLVIX | SACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.89 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.68 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.45 | -0.06 |
Correlation
The correlation between PLVIX and SACAX is 0.92, 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
PLVIX vs. SACAX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 21.88%, more than SACAX's 12.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 21.88% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
SACAX Principal SAM Strategic Growth Portfolio | 12.48% | 11.99% | 13.37% | 1.16% | 9.30% | 7.53% | 4.02% | 4.47% | 20.79% | 6.82% | 3.68% | 14.08% |
Drawdowns
PLVIX vs. SACAX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than SACAX's maximum drawdown of -54.31%. Use the drawdown chart below to compare losses from any high point for PLVIX and SACAX.
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Drawdown Indicators
| PLVIX | SACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -54.31% | -8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -11.30% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -26.96% | +9.64% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -34.90% | -3.61% |
Current DrawdownCurrent decline from peak | -7.83% | -8.85% | +1.02% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -9.84% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.37% | +0.41% |
Volatility
PLVIX vs. SACAX - Volatility Comparison
The current volatility for Principal LargeCap Value Fund III (PLVIX) is 3.96%, while Principal SAM Strategic Growth Portfolio (SACAX) has a volatility of 4.89%. This indicates that PLVIX experiences smaller price fluctuations and is considered to be less risky than SACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLVIX | SACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 4.89% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 8.76% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.71% | 15.59% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 15.56% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 15.98% | +0.93% |