PLFIX
Principal LargeCap S&P500 IxFd-Inst
$27.43
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8173.591M |
| 52 Week High | 27.43 |
| 52 Week Low | 20.061 |
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Key Data
| Symbol | PLFIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 27.43 |
| Price Yesterday | 27.41 |
| Market Cap | 8,173.59 |
| YTD Return | 17.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0012 |
Overview
| 52 Week High | 27.43 |
|---|---|
| 52 Week Low | 20.06 |
| Market Cap | 8,173.59M |
| Shares Outstanding | 297.98M |
| Income Dividend Yield | 1.18% |
| Long Term Dividend Yield | 2.33% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.51% |
Returns Annualized
| One Day | 20.20% |
|---|---|
| Five Days | 157.75% |
| One Months | 72.46% |
| Three Months | 33.70% |
| Six Months | 40.10% |
| Nine Months | 42.31% |
| One Year | 28.53% |
| Three Years | 10.04% |
| Five Years | 15.06% |
| Ten Years | 12.86% |
| YTD | 37.25% |
| Since Inception | 10.38% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 1.89% |
| One Month | 4.42% |
| Three Months | 7.40% |
| Six Months | 18.03% |
| Nine Months | 29.90% |
| One Year | 28.50% |
| Three Years | 33.04% |
| Five Years | 101.32% |
| Ten Years | 234.35% |
| YTD | 17.73% |
| Since Inception | 666.20% |
Yearly Returns
| 2024 | 17.73% |
|---|---|
| 2023 | 26.03% |
| 2022 | -18.23% |
| 2021 | 28.42% |
| 2020 | 18.15% |
| 2019 | 31.32% |
| 2018 | -4.55% |
| 2017 | 21.65% |
| 2016 | 11.76% |
| 2015 | 1.23% |
Risk against SP-DA
| Alpha | -0.15% |
|---|---|
| Beta | 1 |
| Correlation | 100.00% |
| Downside Deviation | 2.85% |
| Coefficient of determination | 100.00% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -0.02 |
| Sortino | -0.07 |
| Treynor | 23.19 |
| Ulcer Index | 2.88 |
| Ulcer Performance Index | -0.07 |