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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLPIX | Category Average | PLPIX | Category Average | PLPIX | Category Average | |
| Alpha | -1.04 | -0.01 | -1.04 | -0.01 | -1.03 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 1.24 | 0.01 | 1.03 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 100 | 0.95 |
| Standard Deviation | 17.16 | 0.17 | 18.03 | 0.19 | 15.22 | 0.15 |
| Sharpe Ratio | 0.3 | 0 | 0.68 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 3.96 | 0.03 | 11.57 | 0.1 | 10.07 | 0.1 |
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