PPSIX vs. PLGIX
Compare and contrast key facts about Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) and Principal LargeCap Growth Fund I (PLGIX).
PPSIX is managed by Principal. It was launched on Apr 30, 2002. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PPSIX vs. PLGIX - Performance Comparison
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PPSIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | -1.61% | 7.86% | 9.82% | 5.88% | -10.67% | 3.03% | 5.47% | 16.45% | -4.54% | 10.51% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PPSIX achieves a -1.61% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PPSIX has underperformed PLGIX with an annualized return of 4.34%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PPSIX
- 1D
- 0.00%
- 1M
- -2.98%
- YTD
- -1.61%
- 6M
- -0.58%
- 1Y
- 4.72%
- 3Y*
- 8.02%
- 5Y*
- 2.57%
- 10Y*
- 4.34%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PPSIX vs. PLGIX - Expense Ratio Comparison
PPSIX has a 0.79% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PPSIX vs. PLGIX — Risk / Return Rank
PPSIX
PLGIX
PPSIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) 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.
| PPSIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.16 | +1.50 |
Sortino ratioReturn per unit of downside risk | 2.10 | 0.40 | +1.70 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.05 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.04 | +1.41 |
Martin ratioReturn relative to average drawdown | 6.47 | 0.14 | +6.33 |
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
| PPSIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.16 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.47 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.70 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.41 | +0.16 |
Correlation
The correlation between PPSIX and PLGIX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PPSIX vs. PLGIX - Dividend Comparison
PPSIX's dividend yield for the trailing twelve months is around 5.39%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | 5.39% | 5.59% | 5.34% | 4.82% | 5.54% | 4.39% | 4.44% | 4.87% | 5.79% | 5.04% | 5.86% | 6.09% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PPSIX vs. PLGIX - Drawdown Comparison
The maximum PPSIX drawdown since its inception was -52.75%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PPSIX and PLGIX.
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Drawdown Indicators
| PPSIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.75% | -55.43% | +2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -18.32% | +15.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.37% | -40.63% | +23.26% |
Max Drawdown (10Y)Largest decline over 10 years | -22.82% | -40.63% | +17.81% |
Current DrawdownCurrent decline from peak | -3.18% | -18.32% | +15.14% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -13.31% | +10.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 5.45% | -4.74% |
Volatility
PPSIX vs. PLGIX - Volatility Comparison
The current volatility for Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) is 1.29%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PPSIX 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
| PPSIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 5.47% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 11.68% | -9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 21.30% | -18.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.20% | 30.09% | -25.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.34% | 25.38% | -20.04% |