PLFPX
Principal LargeCap S&P500 IxFd-R5
$27.95
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8174.649M |
| 52 Week High | 27.95 |
| 52 Week Low | 20.471 |
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Key Data
| Symbol | PLFPX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 27.95 |
| Price Yesterday | 27.93 |
| Market Cap | 8,174.65 |
| YTD Return | 17.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0036 |
Overview
| 52 Week High | 27.95 |
|---|---|
| 52 Week Low | 20.47 |
| Market Cap | 8,174.65M |
| Shares Outstanding | 292.47M |
| Income Dividend Yield | 0.96% |
| Long Term Dividend Yield | 2.29% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.24% |
Returns Annualized
| One Day | 19.79% |
|---|---|
| Five Days | 157.91% |
| One Months | 71.49% |
| Three Months | 33.37% |
| Six Months | 39.75% |
| Nine Months | 41.94% |
| One Year | 28.19% |
| Three Years | 9.77% |
| Five Years | 14.78% |
| Ten Years | 12.58% |
| YTD | 36.82% |
| Since Inception | 9.96% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 1.90% |
| One Month | 4.37% |
| Three Months | 7.33% |
| Six Months | 17.88% |
| Nine Months | 29.64% |
| One Year | 28.16% |
| Three Years | 32.08% |
| Five Years | 98.89% |
| Ten Years | 225.99% |
| YTD | 17.54% |
| Since Inception | 632.83% |
Yearly Returns
| 2024 | 17.54% |
|---|---|
| 2023 | 25.75% |
| 2022 | -18.43% |
| 2021 | 28.15% |
| 2020 | 17.84% |
| 2019 | 30.98% |
| 2018 | -4.76% |
| 2017 | 21.25% |
| 2016 | 11.49% |
| 2015 | 1.00% |
Risk against SP-DA
| Alpha | -0.44% |
|---|---|
| Beta | 1 |
| Correlation | 100.00% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 99.99% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -0.05 |
| Sortino | -0.18 |
| Treynor | 22.89 |
| Ulcer Index | 2.9 |
| Ulcer Performance Index | -0.18 |