PMAQX vs. PLGIX
PMAQX (Principal MidCap R6) and PLGIX (Principal LargeCap Growth Fund I) are both mutual funds - PMAQX is a Mid Cap Growth Equities fund managed by Principal, while PLGIX is a Large Cap Growth Equities fund managed by Principal. Over the past 5 years, PMAQX returned 4.40%/yr vs 14.05%/yr for PLGIX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. PMAQX charges 0.60%/yr vs 0.67%/yr for PLGIX.
Performance
PMAQX vs. PLGIX - 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 PLGIX's -0.62% 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%
PLGIX
- 1D
- 1.01%
- 1M
- -1.18%
- 6M
- 2.38%
- YTD
- -0.62%
- 1Y
- 3.20%
- 3Y*
- 29.67%
- 5Y*
- 14.05%
- 10Y*
- 19.18%
- ALL TIME*
- 10.01%
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. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
PLGIX Principal LargeCap Growth Fund I | -0.62% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Correlation
The correlation between PMAQX and PLGIX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.79 |
Over the past year, the correlation between PMAQX and PLGIX has dropped to 0.49 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
PMAQX vs. PLGIX — Risk / Return Rank
PMAQX
PLGIX
PMAQX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) 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.
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 | PLGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.03 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 0.06 | -0.53 |
| Martin ratioReturn relative to average drawdown | -0.91 | 0.18 | -1.10 |
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Drawdowns
PMAQX vs. PLGIX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PMAQX and PLGIX.
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Drawdown Indicators
| PMAQX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -55.43% | +14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -18.32% | -0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -21.39% | +2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -40.63% | +9.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.63% | — |
Current DrawdownCurrent decline from peak | -10.62% | -6.62% | -4.00% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -13.21% | +6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 6.33% | +3.48% |
Volatility
PMAQX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap R6 (PMAQX) is 5.21%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 6.04%. This indicates that PMAQX 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
| PMAQX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 6.04% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 14.18% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 17.21% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 30.31% | -11.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 25.51% | -6.08% |
PMAQX vs. PLGIX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Dividends
PMAQX vs. PLGIX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.07%, less than PLGIX's 14.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 14.54% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
PMAQX Principal MidCap R6 | 6.07% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Frequently Asked Questions
PMAQX and PLGIX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (6.04%) compared to PMAQX (5.21%). In terms of maximum drawdown, PMAQX dropped -40.56% vs PLGIX's -55.43%.
PLGIX currently has the higher Sharpe Ratio (0.07 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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