PSMIX vs. PLGIX
Compare and contrast key facts about Principal Global Multi-Strategy Fund (PSMIX) and Principal LargeCap Growth Fund I (PLGIX).
PSMIX is managed by Principal. It was launched on Oct 23, 2011. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PSMIX vs. PLGIX - Performance Comparison
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PSMIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSMIX Principal Global Multi-Strategy Fund | 0.60% | 10.47% | 8.90% | 6.59% | -1.80% | 5.62% | 5.11% | 8.18% | -4.34% | 6.60% |
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, PSMIX achieves a 0.60% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PSMIX has underperformed PLGIX with an annualized return of 4.82%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PSMIX
- 1D
- -0.09%
- 1M
- -2.33%
- YTD
- 0.60%
- 6M
- 3.33%
- 1Y
- 10.63%
- 3Y*
- 8.61%
- 5Y*
- 5.68%
- 10Y*
- 4.82%
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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PSMIX vs. PLGIX - Expense Ratio Comparison
PSMIX has a 1.63% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PSMIX vs. PLGIX — Risk / Return Rank
PSMIX
PLGIX
PSMIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Multi-Strategy Fund (PSMIX) 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.
| PSMIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.16 | +2.04 |
Sortino ratioReturn per unit of downside risk | 2.86 | 0.40 | +2.46 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.05 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 0.04 | +2.88 |
Martin ratioReturn relative to average drawdown | 12.96 | 0.14 | +12.83 |
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
| PSMIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.16 | +2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.47 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.70 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.41 | -0.28 |
Correlation
The correlation between PSMIX and PLGIX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSMIX vs. PLGIX - Dividend Comparison
PSMIX's dividend yield for the trailing twelve months is around 5.49%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSMIX Principal Global Multi-Strategy Fund | 5.49% | 5.53% | 1.66% | 3.51% | 12.10% | 4.04% | 1.68% | 0.00% | 6.52% | 2.91% | 0.15% | 3.02% |
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
PSMIX vs. PLGIX - Drawdown Comparison
The maximum PSMIX drawdown since its inception was -55.50%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PSMIX and PLGIX.
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Drawdown Indicators
| PSMIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.50% | -55.43% | -0.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.57% | -18.32% | +14.75% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -40.63% | +34.24% |
Max Drawdown (10Y)Largest decline over 10 years | -55.50% | -40.63% | -14.87% |
Current DrawdownCurrent decline from peak | -28.20% | -18.32% | -9.88% |
Average DrawdownAverage peak-to-trough decline | -26.60% | -13.31% | -13.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 5.45% | -4.65% |
Volatility
PSMIX vs. PLGIX - Volatility Comparison
The current volatility for Principal Global Multi-Strategy Fund (PSMIX) is 1.30%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PSMIX 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
| PSMIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 5.47% | -4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 11.68% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.90% | 21.30% | -16.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 30.09% | -25.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.09% | 25.38% | +12.71% |