PLFMX
Principal LargeCap S&P500 IxFd-R3
$24.41
-0.22 (-0.89%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 7172.244M |
52 Week High | 25.82 |
52 Week Low | 19.776 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | PLFMX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 24.41 |
Price Yesterday | 24.63 |
Market Cap | 7,172.24 |
YTD Return | 4.36% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0071 |
Overview
52 Week High | 25.82 |
---|---|
52 Week Low | 19.78 |
Market Cap | 7,172.24M |
Shares Outstanding | 293.82M |
Income Dividend Yield | 0.85% |
Long Term Dividend Yield | 2.62% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.46% |
Returns Annualized
One Day | -89.60% |
---|---|
Five Days | -79.13% |
One Months | -37.74% |
Three Months | 11.79% |
Six Months | 36.22% |
Nine Months | 12.73% |
One Year | 20.57% |
Three Years | 6.95% |
Five Years | 12.39% |
Ten Years | 11.57% |
YTD | 15.22% |
Since Inception | 9.48% |
Returns Total
One Day | -0.89% |
---|---|
Five Days | -3.06% |
One Month | -4.05% |
Three Months | 2.82% |
Six Months | 16.55% |
Nine Months | 9.44% |
One Year | 20.55% |
Three Years | 22.33% |
Five Years | 79.10% |
Ten Years | 198.16% |
YTD | 4.36% |
Since Inception | 556.54% |
Yearly Returns
2024 | 4.36% |
---|---|
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 | -0.87% |
---|---|
Beta | 1 |
Correlation | 99.99% |
Downside Deviation | 2.82% |
Coefficient of determination | 99.98% |
Standard Deviation | 3.41% |
Sharpe Ratio | -0.08 |
Sortino | -0.32 |
Treynor | 15.22 |
Ulcer Index | 2.87 |
Ulcer Performance Index | -0.31 |