PSMIX vs. POSIX
Compare and contrast key facts about Principal Global Multi-Strategy Fund (PSMIX) and Principal Global Real Estate Securities Fund (POSIX).
PSMIX is managed by Principal. It was launched on Oct 23, 2011. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
PSMIX vs. POSIX - Performance Comparison
Loading graphics...
PSMIX vs. POSIX - 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% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, PSMIX achieves a 0.60% return, which is significantly higher than POSIX's -0.73% return. Over the past 10 years, PSMIX has outperformed POSIX with an annualized return of 4.82%, while POSIX has yielded a comparatively lower 3.43% 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%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSMIX vs. POSIX - Expense Ratio Comparison
PSMIX has a 1.63% expense ratio, which is higher than POSIX's 0.94% expense ratio.
Return for Risk
PSMIX vs. POSIX — Risk / Return Rank
PSMIX
POSIX
PSMIX vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Multi-Strategy Fund (PSMIX) and Principal Global Real Estate Securities Fund (POSIX). 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 | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.36 | +1.85 |
Sortino ratioReturn per unit of downside risk | 2.86 | 0.58 | +2.28 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.08 | +0.39 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 0.46 | +2.46 |
Martin ratioReturn relative to average drawdown | 12.96 | 1.81 | +11.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSMIX | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.36 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.04 | +1.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.20 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.15 | -0.02 |
Correlation
The correlation between PSMIX and POSIX 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
PSMIX vs. POSIX - Dividend Comparison
PSMIX's dividend yield for the trailing twelve months is around 5.49%, more than POSIX's 2.66% 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% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
PSMIX vs. POSIX - Drawdown Comparison
The maximum PSMIX drawdown since its inception was -55.50%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for PSMIX and POSIX.
Loading graphics...
Drawdown Indicators
| PSMIX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.50% | -68.45% | +12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -3.57% | -10.67% | +7.10% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -34.15% | +27.76% |
Max Drawdown (10Y)Largest decline over 10 years | -55.50% | -41.70% | -13.80% |
Current DrawdownCurrent decline from peak | -28.20% | -12.67% | -15.53% |
Average DrawdownAverage peak-to-trough decline | -26.60% | -14.02% | -12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.72% | -1.92% |
Volatility
PSMIX vs. POSIX - Volatility Comparison
The current volatility for Principal Global Multi-Strategy Fund (PSMIX) is 1.30%, while Principal Global Real Estate Securities Fund (POSIX) has a volatility of 4.19%. This indicates that PSMIX experiences smaller price fluctuations and is considered to be less risky than POSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSMIX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 4.19% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 8.13% | -5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.90% | 14.17% | -9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 16.22% | -11.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.09% | 16.95% | +21.14% |