PLSAX
Principal LargeCap S&P500 IxFd-A
$27.40
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8173.721M |
| 52 Week High | 27.4 |
| 52 Week Low | 20.077 |
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Key Data
| Symbol | PLSAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 27.4 |
| Price Yesterday | 27.38 |
| Market Cap | 8,173.72 |
| YTD Return | 17.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0015 |
| Front Load | 0.015 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0038 |
Overview
| 52 Week High | 27.40 |
|---|---|
| 52 Week Low | 20.08 |
| Market Cap | 8,173.72M |
| Shares Outstanding | 298.31M |
| Income Dividend Yield | 0.99% |
| Long Term Dividend Yield | 2.33% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.32% |
Returns Annualized
| One Day | 20.23% |
|---|---|
| Five Days | 153.23% |
| One Months | 71.74% |
| Three Months | 33.32% |
| Six Months | 39.67% |
| Nine Months | 41.93% |
| One Year | 28.15% |
| Three Years | 9.76% |
| Five Years | 14.77% |
| Ten Years | 12.55% |
| YTD | 36.85% |
| Since Inception | 7.50% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 1.86% |
| One Month | 4.38% |
| Three Months | 7.32% |
| Six Months | 17.85% |
| Nine Months | 29.64% |
| One Year | 28.12% |
| Three Years | 32.05% |
| Five Years | 98.81% |
| Ten Years | 225.11% |
| YTD | 17.55% |
| Since Inception | 441.39% |
Yearly Returns
| 2024 | 17.55% |
|---|---|
| 2023 | 25.74% |
| 2022 | -18.43% |
| 2021 | 28.10% |
| 2020 | 17.89% |
| 2019 | 30.95% |
| 2018 | -4.83% |
| 2017 | 21.23% |
| 2016 | 11.42% |
| 2015 | 0.89% |
Risk against SP-DA
| Alpha | -0.54% |
|---|---|
| Beta | 1 |
| Correlation | 99.99% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 99.99% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -0.05 |
| Sortino | -0.2 |
| Treynor | 22.8 |
| Ulcer Index | 2.9 |
| Ulcer Performance Index | -0.19 |