PLFPX
Principal LargeCap S&P500 IxFd-R5
$26.23
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 7581.231M |
52 Week High | 26.23 |
52 Week Low | 19.623 |
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Key Data
Symbol | PLFPX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 26.23 |
Price Yesterday | 26.23 |
Market Cap | 7,581.23 |
YTD Return | 10.30% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.004 |
Overview
52 Week High | 26.23 |
---|---|
52 Week Low | 19.62 |
Market Cap | 7,581.23M |
Shares Outstanding | 289.03M |
Income Dividend Yield | 1.02% |
Long Term Dividend Yield | 2.43% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.45% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 8.00% |
One Months | 46.34% |
Three Months | 50.00% |
Six Months | 52.62% |
Nine Months | 26.32% |
One Year | 29.60% |
Three Years | 11.04% |
Five Years | 14.57% |
Ten Years | 12.50% |
YTD | 50.00% |
Since Inception | 9.76% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.15% |
One Month | 3.06% |
Three Months | 10.30% |
Six Months | 23.10% |
Nine Months | 18.91% |
One Year | 29.17% |
Three Years | 36.69% |
Five Years | 97.07% |
Ten Years | 223.83% |
YTD | 10.30% |
Since Inception | 587.73% |
Yearly Returns
2024 | 10.30% |
---|---|
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 | -0.63% |
---|---|
Beta | 1 |
Correlation | 99.99% |
Downside Deviation | 2.85% |
Coefficient of determination | 99.99% |
Standard Deviation | 3.35% |
Sharpe Ratio | -0.06 |
Sortino | -0.26 |
Treynor | 28.56 |
Ulcer Index | 2.75 |
Ulcer Performance Index | -0.27 |