POSIX vs. PMAQX
POSIX (Principal Global Real Estate Securities Fund) and PMAQX (Principal MidCap R6) are both mutual funds - POSIX is a REIT fund managed by Principal, while PMAQX is a Mid Cap Growth Equities fund managed by Principal. Over the past 5 years, POSIX returned 0.52%/yr vs 4.40%/yr for PMAQX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. POSIX charges 0.94%/yr vs 0.60%/yr for PMAQX.
Performance
POSIX vs. PMAQX - Performance Comparison
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Returns By Period
In the year-to-date period, POSIX achieves a 12.13% return, which is significantly higher than PMAQX's -4.40% return.
POSIX
- 1D
- -0.92%
- 1M
- 1.13%
- 6M
- 9.84%
- YTD
- 12.13%
- 1Y
- 15.68%
- 3Y*
- 8.80%
- 5Y*
- 0.52%
- 10Y*
- 4.01%
- ALL TIME*
- 3.95%
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%
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 |
POSIX vs. PMAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 12.13% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
Correlation
The correlation between POSIX and PMAQX 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. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.68 |
The correlation between POSIX and PMAQX shifts across timeframes, from 0.49 (1 year) to 0.69 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
POSIX vs. PMAQX — Risk / Return Rank
POSIX
PMAQX
POSIX vs. PMAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Principal MidCap R6 (PMAQX). 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.
| POSIX | PMAQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.92 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | -0.47 | +2.06 |
| Martin ratioReturn relative to average drawdown | 5.80 | -0.91 | +6.71 |
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Drawdowns
POSIX vs. PMAQX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than PMAQX's maximum drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for POSIX and PMAQX.
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Drawdown Indicators
| POSIX | PMAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -40.56% | -27.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -19.25% | +9.28% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -19.25% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -31.10% | -3.05% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | — | — |
Current DrawdownCurrent decline from peak | -1.56% | -10.62% | +9.06% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -6.89% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 9.81% | -7.08% |
Volatility
POSIX vs. PMAQX - Volatility Comparison
The current volatility for Principal Global Real Estate Securities Fund (POSIX) is 3.41%, while Principal MidCap R6 (PMAQX) has a volatility of 5.21%. This indicates that POSIX experiences smaller price fluctuations and is considered to be less risky than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSIX | PMAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 5.21% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 12.03% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.12% | 15.19% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 18.74% | -2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 19.43% | -2.49% |
POSIX vs. PMAQX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than PMAQX's 0.60% expense ratio.
Dividends
POSIX vs. PMAQX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.35%, less than PMAQX's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
POSIX Principal Global Real Estate Securities Fund | 2.35% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Frequently Asked Questions
POSIX and PMAQX 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.
PMAQX has higher volatility (5.21%) compared to POSIX (3.41%). In terms of maximum drawdown, POSIX dropped -68.45% vs PMAQX's -40.56%.
POSIX currently has the higher Sharpe Ratio (1.32 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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