Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index R1 (PLPIX)

29.22
+0.10
+(0.34%)
At close: November 22 at 8:00:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 25.52%
5y Average Return 14.54%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Nov 22, 2024) 30.88%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 30.88%
Worst 3Y Total Return 6.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLPIX
Category
YTD
19.93%
5.31%
1-Month
-0.99%
-4.19%
3-Month
3.41%
3.90%
1-Year
36.58%
20.31%
3-Year
7.96%
6.48%
5-Year
14.07%
11.78%
10-Year
11.83%
10.96%
Last Bull Market
25.57%
25.56%
Last Bear Market
-16.30%
-15.11%

Annual Total Return (%) History

Year
PLPIX
Category
2024
--
--
2023
24.94%
22.32%
2022
-18.92%
-16.96%
2021
27.32%
26.07%
2020
17.16%
15.83%
2019
30.14%
28.78%
2018
-5.33%
-6.27%
2017
20.55%
20.44%

2016
10.81%
10.37%
2015
0.35%
-1.07%
2014
12.50%
10.96%
2013
30.88%
31.50%
2012
14.82%
14.96%
2011
1.05%
-1.27%
2010
13.86%
14.01%
2009
25.16%
28.17%
2008
-37.66%
-37.79%
2007
4.42%
6.16%
2006
14.68%
14.17%
2005
3.68%
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.27% 4.01% 5.62% --
2023 7.17% 8.48% -3.53% 11.40%
2022 -4.83% -16.30% -5.13% 7.28%
2021 5.89% 8.23% 0.32% 10.74%
2020 -19.82% 20.22% 8.65% 11.87%
2019 13.37% 4.02% 1.47% 8.75%
2018 -1.03% 3.18% 7.44% -13.71%
2017 5.78% 2.82% 4.24% 6.33%
2016 1.13% 2.16% 3.61% 3.53%
2015 0.69% 0.07% -6.67% 6.71%

2014 1.54% 4.94% 0.87% 4.67%
2013 10.22% 2.73% 4.96% 10.14%
2012 12.29% -3.04% 6.06% -0.56%
2011 5.69% -0.22% -14.02% 11.45%
2010 5.15% -11.63% 10.94% 10.44%
2009 -11.15% 15.41% 15.37% 5.79%
2008 -9.68% -2.92% -8.70% -22.13%
2007 0.40% 5.98% 1.79% -3.58%
2006 3.97% -1.74% 5.44% 6.47%
2005 -2.44% 1.07% 3.30% 1.79%

Rank in Category (By Total Return)

YTD 40
1-Month 55
3-Month 46
1-Year 47
3-Year 48
5-Year 52

Load Adjusted Returns

1-Year 36.58%
3-Year 7.96%
5-Year 14.07%
10-Year 11.83%

Performance & Risk

YTD Return 25.52%
5y Average Return 14.54%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Principal Funds
Net Assets 9.18B
YTD Return 19.93%
Yield 0.47%
Morningstar Rating
Inception Date Jun 28, 2005

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 at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

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