PLFIX
Principal LargeCap S&P500 IxFd-Inst
$24.87
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 7325.061M |
52 Week High | 25.75 |
52 Week Low | 19.62 |
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Key Data
Symbol | PLFIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 24.87 |
Price Yesterday | 24.87 |
Market Cap | 7,325.06 |
YTD Return | 6.74% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0016 |
Overview
52 Week High | 25.75 |
---|---|
52 Week Low | 19.62 |
Market Cap | 7,325.06M |
Shares Outstanding | 294.53M |
Income Dividend Yield | 1.30% |
Long Term Dividend Yield | 2.57% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.87% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 63.10% |
One Months | -29.82% |
Three Months | 19.25% |
Six Months | 44.90% |
Nine Months | 16.93% |
One Year | 24.30% |
Three Years | 8.15% |
Five Years | 13.32% |
Ten Years | 12.35% |
YTD | 23.15% |
Since Inception | 9.96% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.97% |
One Month | -3.04% |
Three Months | 4.50% |
Six Months | 20.17% |
Nine Months | 12.50% |
One Year | 24.27% |
Three Years | 26.43% |
Five Years | 86.63% |
Ten Years | 219.62% |
YTD | 6.74% |
Since Inception | 594.69% |
Yearly Returns
2024 | 6.74% |
---|---|
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 | -0.24% |
---|---|
Beta | 1 |
Correlation | 100.00% |
Downside Deviation | 2.81% |
Coefficient of determination | 100.00% |
Standard Deviation | 3.43% |
Sharpe Ratio | -0.02 |
Sortino | -0.09 |
Treynor | 18.92 |
Ulcer Index | 2.85 |
Ulcer Performance Index | -0.09 |