SAUPX vs. PLGIX
Compare and contrast key facts about Principal SAM Flexible Income Portfolio (SAUPX) and Principal LargeCap Growth Fund I (PLGIX).
SAUPX is managed by Principal. It was launched on Jul 24, 1996. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
SAUPX vs. PLGIX - Performance Comparison
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SAUPX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAUPX Principal SAM Flexible Income Portfolio | -1.21% | 9.54% | 6.39% | 9.06% | -13.47% | 6.43% | 6.69% | 12.88% | -2.49% | 7.81% |
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, SAUPX achieves a -1.21% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, SAUPX has underperformed PLGIX with an annualized return of 4.32%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
SAUPX
- 1D
- 0.16%
- 1M
- -3.77%
- YTD
- -1.21%
- 6M
- -0.06%
- 1Y
- 6.72%
- 3Y*
- 6.79%
- 5Y*
- 2.81%
- 10Y*
- 4.32%
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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SAUPX vs. PLGIX - Expense Ratio Comparison
SAUPX has a 0.60% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
SAUPX vs. PLGIX — Risk / Return Rank
SAUPX
PLGIX
SAUPX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SAM Flexible Income Portfolio (SAUPX) 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.
| SAUPX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.16 | +1.15 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.40 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.05 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.04 | +1.69 |
Martin ratioReturn relative to average drawdown | 6.75 | 0.14 | +6.61 |
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
| SAUPX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.16 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.47 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.70 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.41 | +0.42 |
Correlation
The correlation between SAUPX and PLGIX is 0.74, 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
SAUPX vs. PLGIX - Dividend Comparison
SAUPX's dividend yield for the trailing twelve months is around 3.49%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAUPX Principal SAM Flexible Income Portfolio | 3.49% | 3.51% | 2.81% | 2.60% | 2.58% | 6.03% | 2.93% | 2.92% | 7.07% | 3.17% | 3.02% | 5.18% |
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
SAUPX vs. PLGIX - Drawdown Comparison
The maximum SAUPX drawdown since its inception was -22.31%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for SAUPX and PLGIX.
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Drawdown Indicators
| SAUPX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.31% | -55.43% | +33.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.92% | -18.32% | +14.40% |
Max Drawdown (5Y)Largest decline over 5 years | -17.86% | -40.63% | +22.77% |
Max Drawdown (10Y)Largest decline over 10 years | -17.86% | -40.63% | +22.77% |
Current DrawdownCurrent decline from peak | -3.77% | -18.32% | +14.55% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -13.31% | +11.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 5.45% | -4.44% |
Volatility
SAUPX vs. PLGIX - Volatility Comparison
The current volatility for Principal SAM Flexible Income Portfolio (SAUPX) is 2.11%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that SAUPX 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
| SAUPX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.11% | 5.47% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 3.18% | 11.68% | -8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.36% | 21.30% | -15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 30.09% | -23.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.65% | 25.38% | -19.73% |