NasdaqGM - Delayed Quote USD
Principal Large Cap S&P 500 Index Inst (PLFIX)
25.91
+0.46
+(1.81%)
At close: April 11 at 8:04:25 PM EDT
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 | 32.06% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -10.10% |
| 5y Average Return | 15.11% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLFIX | Category Average | PLFIX | Category Average | PLFIX | Category Average | |
| Alpha | -0.17 | -0.01 | -0.17 | -0.01 | -0.16 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 1.53 | 0.01 | 1.07 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 100 | 0.95 |
| Standard Deviation | 17.29 | 0.17 | 16.89 | 0.19 | 15.37 | 0.15 |
| Sharpe Ratio | 0.32 | 0 | 0.92 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 4.27 | 0.03 | 15.6 | 0.1 | 10.35 | 0.1 |
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