PMAQX vs. PDSYX
PMAQX (Principal MidCap R6) and PDSYX (Principal Diversified Select Real Asset Fund) are both mutual funds - PMAQX is a Mid Cap Growth Equities fund managed by Principal, while PDSYX is a Global Allocation fund managed by Principal. Over the past 5 years, PMAQX returned 4.40%/yr vs 3.53%/yr for PDSYX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. PMAQX charges 0.60%/yr vs 1.20%/yr for PDSYX.
Performance
PMAQX vs. PDSYX - Performance Comparison
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Returns By Period
In the year-to-date period, PMAQX achieves a -4.40% return, which is significantly lower than PDSYX's 5.48% return.
PMAQX
- 1D
- -0.75%
- 1M
- -1.32%
- 6M
- -4.05%
- YTD
- -4.40%
- 1Y
- -7.95%
- 3Y*
- 9.14%
- 5Y*
- 4.40%
- 10Y*
- —
- ALL TIME*
- 12.19%
PDSYX
- 1D
- -0.17%
- 1M
- 0.77%
- 6M
- 3.93%
- YTD
- 5.48%
- 1Y
- 9.19%
- 3Y*
- 5.97%
- 5Y*
- 3.53%
- 10Y*
- —
- ALL TIME*
- 4.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
PMAQX vs. PDSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 12.13% |
PDSYX Principal Diversified Select Real Asset Fund | 5.48% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
Correlation
The correlation between PMAQX and PDSYX is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2019 | 0.68 |
Over the past year, the correlation between PMAQX and PDSYX has dropped to 0.35 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
PMAQX vs. PDSYX — Risk / Return Rank
PMAQX
PDSYX
PMAQX vs. PDSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Principal Diversified Select Real Asset Fund (PDSYX). 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.
| PMAQX | PDSYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.67 | ||
| Sortino ratioReturn per unit of downside risk | -5.62 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.62 | -0.71 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 4.70 | -5.17 |
| Martin ratioReturn relative to average drawdown | -0.91 | 18.87 | -19.79 |
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Drawdowns
PMAQX vs. PDSYX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, which is greater than PDSYX's maximum drawdown of -30.01%. Use the drawdown chart below to compare losses from any high point for PMAQX and PDSYX.
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Drawdown Indicators
| PMAQX | PDSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -30.01% | -10.55% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -1.98% | -17.27% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -5.84% | -13.41% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -10.95% | -20.15% |
Current DrawdownCurrent decline from peak | -10.62% | -0.17% | -10.45% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -4.26% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 0.49% | +9.32% |
Volatility
PMAQX vs. PDSYX - Volatility Comparison
Principal MidCap R6 (PMAQX) has a higher volatility of 5.21% compared to Principal Diversified Select Real Asset Fund (PDSYX) at 0.71%. This indicates that PMAQX's price experiences larger fluctuations and is considered to be riskier than PDSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMAQX | PDSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 0.71% | +4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 2.36% | +9.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 3.03% | +12.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 6.23% | +12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 8.63% | +10.80% |
PMAQX vs. PDSYX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is lower than PDSYX's 1.20% expense ratio.
Dividends
PMAQX vs. PDSYX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.07%, more than PDSYX's 1.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 1.55% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% |
PMAQX Principal MidCap R6 | 6.07% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% |
Frequently Asked Questions
PMAQX and PDSYX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.21%) compared to PDSYX (0.71%). In terms of maximum drawdown, PMAQX dropped -40.56% vs PDSYX's -30.01%.
PDSYX currently has the higher Sharpe Ratio (3.08 vs -0.59), 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.
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