Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index R5 (PLFPX)

29.39
+0.03
+(0.10%)
At close: 8:06:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.66%
5y Average Return 17.07%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (May 16, 2025) 31.79%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 31.79%
Worst 3Y Total Return 7.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLFPX
Category
YTD
-5.06%
5.31%
1-Month
-0.72%
-4.19%
3-Month
-7.58%
3.90%
1-Year
11.64%
20.31%
3-Year
11.71%
6.48%
5-Year
15.12%
11.78%
10-Year
11.85%
10.96%
Last Bull Market
20.49%
25.56%
Last Bear Market
-16.18%
-15.11%

Annual Total Return (%) History

Year
PLFPX
Category
2025
--
--
2024
24.50%
--
2023
25.75%
22.32%
2022
-18.43%
-16.96%
2021
28.14%
26.07%
2020
17.85%
15.83%
2019
30.98%
28.78%
2018
-4.76%
-6.27%

2017
21.25%
20.44%
2016
11.49%
10.37%
2015
1.00%
-1.07%
2014
13.23%
10.96%
2013
31.79%
31.50%
2012
15.51%
14.96%
2011
1.60%
-1.27%
2010
14.64%
14.01%
2009
25.99%
28.17%
2008
-37.31%
-37.79%
2007
5.11%
6.16%
2006
15.32%
14.17%
2005
4.51%
5.88%
2004
10.28%
10.02%
2003
27.69%
27.05%
2002
-22.18%
-22.25%
2001
-12.16%
-13.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.36% -- -- --
2024 10.43% 4.19% 5.77% 2.30%
2023 7.38% 8.63% -3.40% 11.60%
2022 -4.69% -16.18% -4.96% 7.44%
2021 6.07% 8.43% 0.48% 10.89%
2020 -19.64% 20.32% 8.81% 12.01%
2019 13.56% 4.19% 1.61% 8.95%
2018 -0.85% 3.35% 7.59% -13.62%
2017 5.89% 3.02% 4.35% 6.51%
2016 1.25% 2.33% 3.75% 3.72%

2015 0.82% 0.20% -6.50% 6.93%
2014 1.75% 5.10% 1.00% 4.84%
2013 10.51% 2.78% 5.15% 10.35%
2012 12.49% -2.80% 6.17% -0.50%
2011 5.73% 0.00% -13.92% 11.63%
2010 5.35% -11.49% 11.07% 10.69%
2009 -10.90% 15.60% 15.49% 5.91%
2008 -9.57% -2.78% -8.46% -22.11%
2007 0.49% 6.20% 1.95% -3.39%
2006 4.15% -1.61% 5.58% 6.60%
2005 -2.19% 1.30% 3.37% 2.04%
2004 1.52% 1.62% -1.93% 9.00%
2003 -3.41% 15.21% 2.53% 11.92%
2002 0.57% -13.54% -17.37% 8.31%
2001 -11.76% 5.65% -14.65% 10.41%

Rank in Category (By Total Return)

YTD 54
1-Month 51
3-Month 42
1-Year 30
3-Year 34
5-Year 39

Load Adjusted Returns

1-Year 11.64%
3-Year 11.71%
5-Year 15.12%
10-Year 11.85%

Performance & Risk

YTD Return 1.66%
5y Average Return 17.07%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Principal Funds
Net Assets 8.5B
YTD Return -5.06%
Yield 1.06%
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. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

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