SACAX vs. PLGIX
Compare and contrast key facts about Principal SAM Strategic Growth Portfolio (SACAX) and Principal LargeCap Growth Fund I (PLGIX).
SACAX is managed by Principal. It was launched on Jul 24, 1996. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
SACAX vs. PLGIX - Performance Comparison
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SACAX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SACAX Principal SAM Strategic Growth Portfolio | -3.93% | 16.56% | 24.20% | 21.42% | -19.06% | 19.34% | 15.11% | 26.87% | -9.13% | 21.68% |
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, SACAX achieves a -3.93% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, SACAX has underperformed PLGIX with an annualized return of 10.78%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
SACAX
- 1D
- -0.36%
- 1M
- -8.47%
- YTD
- -3.93%
- 6M
- -1.85%
- 1Y
- 13.46%
- 3Y*
- 16.91%
- 5Y*
- 9.09%
- 10Y*
- 10.78%
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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SACAX vs. PLGIX - Expense Ratio Comparison
SACAX has a 0.61% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
SACAX vs. PLGIX — Risk / Return Rank
SACAX
PLGIX
SACAX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SAM Strategic Growth Portfolio (SACAX) 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.
| SACAX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.16 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.40 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.04 | +1.01 |
Martin ratioReturn relative to average drawdown | 4.99 | 0.14 | +4.85 |
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
| SACAX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.16 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.47 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.70 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Correlation
The correlation between SACAX and PLGIX is 0.92, 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
SACAX vs. PLGIX - Dividend Comparison
SACAX's dividend yield for the trailing twelve months is around 12.48%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SACAX Principal SAM Strategic Growth Portfolio | 12.48% | 11.99% | 13.37% | 1.16% | 9.30% | 7.53% | 4.02% | 4.47% | 20.79% | 6.82% | 3.68% | 14.08% |
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
SACAX vs. PLGIX - Drawdown Comparison
The maximum SACAX drawdown since its inception was -54.31%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for SACAX and PLGIX.
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Drawdown Indicators
| SACAX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.31% | -55.43% | +1.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -18.32% | +7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.96% | -40.63% | +13.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.90% | -40.63% | +5.73% |
Current DrawdownCurrent decline from peak | -8.85% | -18.32% | +9.47% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -13.31% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 5.45% | -3.08% |
Volatility
SACAX vs. PLGIX - Volatility Comparison
The current volatility for Principal SAM Strategic Growth Portfolio (SACAX) is 4.89%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that SACAX 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
| SACAX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.47% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 11.68% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 21.30% | -5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 30.09% | -14.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 25.38% | -9.40% |