PLFMX
Principal LargeCap S&P500 IxFd-R3
$27.45
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8173.512M |
| 52 Week High | 27.45 |
| 52 Week Low | 20.152 |
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Key Data
| Symbol | PLFMX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 27.45 |
| Price Yesterday | 27.43 |
| Market Cap | 8,173.51 |
| YTD Return | 17.36% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 27.45 |
|---|---|
| 52 Week Low | 20.15 |
| Market Cap | 8,173.51M |
| Shares Outstanding | 297.76M |
| Income Dividend Yield | 0.75% |
| Long Term Dividend Yield | 2.33% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.08% |
Returns Annualized
| One Day | 20.19% |
|---|---|
| Five Days | 152.80% |
| One Months | 70.74% |
| Three Months | 32.83% |
| Six Months | 39.21% |
| Nine Months | 41.49% |
| One Year | 27.75% |
| Three Years | 9.41% |
| Five Years | 14.42% |
| Ten Years | 12.23% |
| YTD | 36.42% |
| Since Inception | 10.00% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 1.86% |
| One Month | 4.33% |
| Three Months | 7.23% |
| Six Months | 17.66% |
| Nine Months | 29.34% |
| One Year | 27.72% |
| Three Years | 30.81% |
| Five Years | 95.81% |
| Ten Years | 216.06% |
| YTD | 17.36% |
| Since Inception | 638.50% |
Yearly Returns
| 2024 | 17.36% |
|---|---|
| 2023 | 25.30% |
| 2022 | -18.68% |
| 2021 | 27.75% |
| 2020 | 17.49% |
| 2019 | 30.56% |
| 2018 | -5.04% |
| 2017 | 20.96% |
| 2016 | 11.11% |
| 2015 | 0.67% |
Risk against SP-DA
| Alpha | -0.96% |
|---|---|
| Beta | 1 |
| Correlation | 99.99% |
| Downside Deviation | 2.90% |
| Coefficient of determination | 99.98% |
| Standard Deviation | 3.22% |
| Sharpe Ratio | -0.09 |
| Sortino | -0.33 |
| Treynor | 22.38 |
| Ulcer Index | 2.93 |
| Ulcer Performance Index | -0.33 |