PMAQX vs. VSMGX
PMAQX (Principal MidCap R6) and VSMGX (Vanguard LifeStrategy 60/40 Fund) are both mutual funds - PMAQX is a Mid Cap Growth Equities fund managed by Principal, while VSMGX is a Diversified Portfolio fund managed by Vanguard. Over the past 5 years, PMAQX returned 4.56%/yr vs 7.18%/yr for VSMGX. Their correlation of 0.83 means they have usually moved in the same direction. PMAQX charges 0.60%/yr vs 0.10%/yr for VSMGX.
Performance
PMAQX vs. VSMGX - Performance Comparison
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Returns By Period
In the year-to-date period, PMAQX achieves a -3.68% return, which is significantly lower than VSMGX's 6.60% return.
PMAQX
- 1D
- -1.38%
- 1M
- -0.58%
- 6M
- -3.05%
- YTD
- -3.68%
- 1Y
- -7.25%
- 3Y*
- 9.39%
- 5Y*
- 4.56%
- 10Y*
- —
- ALL TIME*
- 12.28%
VSMGX
- 1D
- 1.30%
- 1M
- -0.57%
- 6M
- 4.42%
- YTD
- 6.60%
- 1Y
- 14.79%
- 3Y*
- 13.94%
- 5Y*
- 7.18%
- 10Y*
- 8.45%
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PMAQX vs. VSMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -3.68% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
VSMGX Vanguard LifeStrategy 60/40 Fund | 6.60% | 16.26% | 15.03% | 15.70% | -16.01% | 10.08% | 13.59% | 19.37% | -4.91% | 13.66% |
Correlation
The correlation between PMAQX and VSMGX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.83 |
Over the past year, the correlation between PMAQX and VSMGX has dropped to 0.61 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
PMAQX vs. VSMGX — Risk / Return Rank
PMAQX
VSMGX
PMAQX vs. VSMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Vanguard LifeStrategy 60/40 Fund (VSMGX). 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 | VSMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -2.98 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.28 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 2.10 | -2.58 |
| Martin ratioReturn relative to average drawdown | -0.94 | 8.66 | -9.59 |
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Drawdowns
PMAQX vs. VSMGX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, roughly equal to the maximum VSMGX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for PMAQX and VSMGX.
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Drawdown Indicators
| PMAQX | VSMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -41.13% | +0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -6.64% | -12.61% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -9.62% | -9.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -22.29% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.43% | — |
Current DrawdownCurrent decline from peak | -9.95% | -1.52% | -8.43% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -4.82% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.79% | 1.61% | +8.18% |
Volatility
PMAQX vs. VSMGX - Volatility Comparison
Principal MidCap R6 (PMAQX) has a higher volatility of 5.19% compared to Vanguard LifeStrategy 60/40 Fund (VSMGX) at 2.73%. This indicates that PMAQX's price experiences larger fluctuations and is considered to be riskier than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMAQX | VSMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 2.73% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 7.65% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 9.05% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 10.32% | +8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 10.37% | +9.06% |
PMAQX vs. VSMGX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is higher than VSMGX's 0.10% expense ratio.
Dividends
PMAQX vs. VSMGX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.02%, more than VSMGX's 4.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 6.02% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
VSMGX Vanguard LifeStrategy 60/40 Fund | 4.94% | 5.25% | 11.49% | 4.01% | 2.66% | 3.86% | 3.46% | 2.52% | 4.11% | 1.09% | 2.26% | 3.89% |
Frequently Asked Questions
PMAQX and VSMGX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.19%) compared to VSMGX (2.73%). In terms of maximum drawdown, PMAQX dropped -40.56% vs VSMGX's -41.13%.
VSMGX currently has the higher Sharpe Ratio (1.54 vs -0.60), 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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