PLSAX
Principal LargeCap S&P500 IxFd-A
$25.72
0.23 (0.90%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap |
---|---|
Market Cap | 7581.921M |
52 Week High | 25.72 |
52 Week Low | 19.24 |
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Key Data
Symbol | PLSAX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 25.72 |
Price Yesterday | 25.49 |
Market Cap | 7,581.92 |
YTD Return | 10.34% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0015 |
Front Load | 0.015 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0039 |
Overview
52 Week High | 25.72 |
---|---|
52 Week Low | 19.24 |
Market Cap | 7,581.92M |
Shares Outstanding | 294.79M |
Income Dividend Yield | 1.05% |
Long Term Dividend Yield | 2.48% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.53% |
Returns Annualized
One Day | 863.94% |
---|---|
Five Days | 26.61% |
One Months | 51.19% |
Three Months | 47.93% |
Six Months | 53.07% |
Nine Months | 28.86% |
One Year | 33.52% |
Three Years | 11.01% |
Five Years | 14.79% |
Ten Years | 12.61% |
YTD | 51.23% |
Since Inception | 7.30% |
Returns Total
One Day | 0.90% |
---|---|
Five Days | 0.47% |
One Month | 3.50% |
Three Months | 10.10% |
Six Months | 23.49% |
Nine Months | 20.92% |
One Year | 33.48% |
Three Years | 36.68% |
Five Years | 99.10% |
Ten Years | 226.94% |
YTD | 10.34% |
Since Inception | 408.20% |
Yearly Returns
2024 | 10.34% |
---|---|
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 | -0.56% |
---|---|
Beta | 1 |
Correlation | 100.00% |
Downside Deviation | 2.85% |
Coefficient of determination | 99.99% |
Standard Deviation | 3.36% |
Sharpe Ratio | -0.05 |
Sortino | -0.2 |
Treynor | 28.26 |
Ulcer Index | 2.76 |
Ulcer Performance Index | -0.21 |