POSIX vs. PSMIX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Principal Global Multi-Strategy Fund (PSMIX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. PSMIX is managed by Principal. It was launched on Oct 23, 2011.
Performance
POSIX vs. PSMIX - Performance Comparison
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POSIX vs. PSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 1.15% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
PSMIX Principal Global Multi-Strategy Fund | 1.37% | 10.47% | 8.90% | 6.59% | -1.80% | 5.62% | 5.11% | 8.18% | -4.34% | 6.60% |
Returns By Period
In the year-to-date period, POSIX achieves a 1.15% return, which is significantly lower than PSMIX's 1.37% return. Over the past 10 years, POSIX has underperformed PSMIX with an annualized return of 3.62%, while PSMIX has yielded a comparatively higher 4.90% annualized return.
POSIX
- 1D
- 1.90%
- 1M
- -7.90%
- YTD
- 1.15%
- 6M
- -0.27%
- 1Y
- 6.36%
- 3Y*
- 6.04%
- 5Y*
- 0.70%
- 10Y*
- 3.62%
PSMIX
- 1D
- 0.77%
- 1M
- -1.34%
- YTD
- 1.37%
- 6M
- 3.95%
- 1Y
- 11.38%
- 3Y*
- 8.88%
- 5Y*
- 5.77%
- 10Y*
- 4.90%
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POSIX vs. PSMIX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is lower than PSMIX's 1.63% expense ratio.
Return for Risk
POSIX vs. PSMIX — Risk / Return Rank
POSIX
PSMIX
POSIX vs. PSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Principal Global Multi-Strategy Fund (PSMIX). 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.
| POSIX | PSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 2.33 | -1.86 |
Sortino ratioReturn per unit of downside risk | 0.73 | 3.04 | -2.31 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.50 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 3.25 | -2.59 |
Martin ratioReturn relative to average drawdown | 2.54 | 14.27 | -11.73 |
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
| POSIX | PSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 2.33 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 1.28 | -1.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.13 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.14 | +0.02 |
Correlation
The correlation between POSIX and PSMIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
POSIX vs. PSMIX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.61%, less than PSMIX's 5.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.61% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
PSMIX Principal Global Multi-Strategy Fund | 5.45% | 5.53% | 1.66% | 3.51% | 12.10% | 4.04% | 1.68% | 0.00% | 6.52% | 2.91% | 0.15% | 3.02% |
Drawdowns
POSIX vs. PSMIX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than PSMIX's maximum drawdown of -55.50%. Use the drawdown chart below to compare losses from any high point for POSIX and PSMIX.
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Drawdown Indicators
| POSIX | PSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -55.50% | -12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -3.57% | -7.10% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -6.39% | -27.76% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | -55.50% | +13.80% |
Current DrawdownCurrent decline from peak | -11.02% | -27.64% | +16.62% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -26.60% | +12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 0.81% | +1.96% |
Volatility
POSIX vs. PSMIX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 4.82% compared to Principal Global Multi-Strategy Fund (PSMIX) at 1.55%. This indicates that POSIX's price experiences larger fluctuations and is considered to be riskier than PSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSIX | PSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 1.55% | +3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 3.19% | +5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.27% | 4.94% | +9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 4.52% | +11.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 38.09% | -21.13% |