SRHQX vs. PLGIX
SRHQX (Principal Short-Term Income Fund) and PLGIX (Principal LargeCap Growth Fund I) are both mutual funds - SRHQX is a Short-Term Bond fund managed by Principal, while PLGIX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, SRHQX returned 2.15%/yr vs 18.96%/yr for PLGIX. Their -0.09 correlation means they have often moved in opposite directions in the past. SRHQX charges 0.65%/yr vs 0.67%/yr for PLGIX.
Performance
SRHQX vs. PLGIX - Performance Comparison
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Returns By Period
In the year-to-date period, SRHQX achieves a 0.90% return, which is significantly higher than PLGIX's -1.62% return. Over the past 10 years, SRHQX has underperformed PLGIX with an annualized return of 2.15%, while PLGIX has yielded a comparatively higher 18.96% annualized return.
SRHQX
- 1D
- 0.08%
- 1M
- -0.25%
- 6M
- 0.50%
- YTD
- 0.90%
- 1Y
- 2.73%
- 3Y*
- 4.59%
- 5Y*
- 2.17%
- 10Y*
- 2.15%
- ALL TIME*
- 1.62%
PLGIX
- 1D
- 3.14%
- 1M
- -2.17%
- 6M
- 1.55%
- YTD
- -1.62%
- 1Y
- 2.16%
- 3Y*
- 29.13%
- 5Y*
- 13.82%
- 10Y*
- 18.96%
- ALL TIME*
- 9.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SRHQX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRHQX Principal Short-Term Income Fund | 0.90% | 5.31% | 4.91% | 5.20% | -4.19% | -1.02% | 3.87% | 4.38% | 0.91% | 1.81% |
PLGIX Principal LargeCap Growth Fund I | -1.62% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Correlation
The correlation between SRHQX and PLGIX is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2000 | -0.09 |
The correlation between SRHQX and PLGIX shifts across timeframes, from -0.09 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SRHQX vs. PLGIX — Risk / Return Rank
SRHQX
PLGIX
SRHQX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Short-Term Income Fund (SRHQX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SRHQX | PLGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +3.57 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.01 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 3.29 | -0.00 | +3.29 |
| Martin ratioReturn relative to average drawdown | 12.43 | -0.01 | +12.43 |
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Drawdowns
SRHQX vs. PLGIX - Drawdown Comparison
The maximum SRHQX drawdown since its inception was -7.95%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for SRHQX and PLGIX.
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Drawdown Indicators
| SRHQX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.95% | -55.43% | +47.48% |
Max Drawdown (1Y)Largest decline over 1 year | -1.06% | -18.32% | +17.26% |
Max Drawdown (3Y)Largest decline over 3 years | -1.06% | -21.39% | +20.33% |
Max Drawdown (5Y)Largest decline over 5 years | -6.92% | -40.63% | +33.71% |
Max Drawdown (10Y)Largest decline over 10 years | -7.04% | -40.63% | +33.59% |
Current DrawdownCurrent decline from peak | -0.33% | -7.56% | +7.23% |
Average DrawdownAverage peak-to-trough decline | -1.70% | -13.21% | +11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 6.32% | -6.04% |
Volatility
SRHQX vs. PLGIX - Volatility Comparison
The current volatility for Principal Short-Term Income Fund (SRHQX) is 0.37%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.94%. This indicates that SRHQX 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
| SRHQX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 5.94% | -5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.31% | 14.18% | -12.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.74% | 17.18% | -15.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.12% | 30.32% | -28.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.85% | 25.51% | -23.66% |
SRHQX vs. PLGIX - Expense Ratio Comparison
SRHQX has a 0.65% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Dividends
SRHQX vs. PLGIX - Dividend Comparison
SRHQX's dividend yield for the trailing twelve months is around 3.46%, less than PLGIX's 14.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 14.69% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
SRHQX Principal Short-Term Income Fund | 3.46% | 3.66% | 3.51% | 2.38% | 1.38% | 1.33% | 2.17% | 2.05% | 2.07% | 1.71% | 1.65% | 1.45% |
Frequently Asked Questions
SRHQX and PLGIX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (5.94%) compared to SRHQX (0.37%). In terms of maximum drawdown, SRHQX dropped -7.95% vs PLGIX's -55.43%.
SRHQX currently has the higher Sharpe Ratio (2.03 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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