Nasdaq - Delayed Quote USD
Principal Large Cap S&P 500 Index R5 (PLFPX)
27.87
-0.02
(-0.07%)
As of 8:06:59 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.79% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -3.43% |
| 5y Average Return | 15.35% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLFPX | Category Average | PLFPX | Category Average | PLFPX | Category Average | |
| Alpha | -0.41 | -0.01 | -0.42 | -0.01 | -0.41 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.04 | 0.01 | 1.29 | 0.01 | 1.04 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 100 | 0.95 |
| Standard Deviation | 16.37 | 0.17 | 16.11 | 0.19 | 15.37 | 0.15 |
| Sharpe Ratio | 0.48 | 0 | 0.78 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 7.01 | 0.03 | 12.27 | 0.1 | 9.86 | 0.1 |
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