PLFSX
Principal LargeCap S&P500 IxFd-R4
$27.58
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8173.03M |
| 52 Week High | 27.58 |
| 52 Week Low | 20.22 |
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Key Data
| Symbol | PLFSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 27.58 |
| Price Yesterday | 27.56 |
| Market Cap | 8,173.03 |
| YTD Return | 17.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0048 |
Overview
| 52 Week High | 27.58 |
|---|---|
| 52 Week Low | 20.22 |
| Market Cap | 8,173.03M |
| Shares Outstanding | 296.34M |
| Income Dividend Yield | 0.89% |
| Long Term Dividend Yield | 2.32% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.20% |
Returns Annualized
| One Day | 20.08% |
|---|---|
| Five Days | 156.42% |
| One Months | 71.12% |
| Three Months | 33.06% |
| Six Months | 39.46% |
| Nine Months | 41.79% |
| One Year | 28.01% |
| Three Years | 9.63% |
| Five Years | 14.64% |
| Ten Years | 12.44% |
| YTD | 36.65% |
| Since Inception | 10.16% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 1.88% |
| One Month | 4.35% |
| Three Months | 7.27% |
| Six Months | 17.76% |
| Nine Months | 29.54% |
| One Year | 27.98% |
| Three Years | 31.57% |
| Five Years | 97.68% |
| Ten Years | 222.12% |
| YTD | 17.46% |
| Since Inception | 661.67% |
Yearly Returns
| 2024 | 17.46% |
|---|---|
| 2023 | 25.57% |
| 2022 | -18.53% |
| 2021 | 27.96% |
| 2020 | 17.77% |
| 2019 | 30.81% |
| 2018 | -4.88% |
| 2017 | 21.17% |
| 2016 | 11.29% |
| 2015 | 0.90% |
Risk against SP-DA
| Alpha | -0.62% |
|---|---|
| Beta | 1 |
| Correlation | 99.99% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 99.99% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -0.06 |
| Sortino | -0.24 |
| Treynor | 22.71 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | -0.24 |