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Principal Large Cap S&P 500 Index R2 (PLFNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.64+0.52 (+2.35%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.80%
5-year average return10.47%
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)31.17%
Worst 1-yr total return (3 Feb 2019)-37.51%
Best 3-yr total return31.17%
Worst 3-yr total return-9.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLFNXCategory
YTD4.00%5.31%
1-month3.47%-4.19%
3-month6.69%3.90%
1-year33.12%20.31%
3-year14.51%6.48%
5-year12.04%11.78%
10-year0.00%10.96%
Last bull market24.50%25.56%
Last bear market-16.56%-15.11%

Annual total return (%) history

Year
PLFNXCategory
2020
17.29%15.83%
2019
30.34%28.78%
2018
-5.23%-6.27%
2017
20.65%20.44%
2016
10.94%10.37%
2015
0.54%-1.07%
2014
12.58%10.96%
2013
31.17%31.50%
2012
14.87%14.96%
2011
1.25%-1.27%
2010
13.96%14.01%
2009
25.35%28.17%
2008
-37.51%-37.79%
2007
4.54%6.16%
2006
14.79%14.17%
2005
3.92%5.88%
2004
9.80%10.02%
2003
27.20%27.05%
2002
-22.89%-22.25%
2001
-12.58%-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.77%20.24%8.68%11.87%
201913.46%4.05%1.51%8.77%
2018-0.96%3.21%7.44%-13.70%
20175.80%2.86%4.21%6.38%
20161.12%2.21%3.58%3.63%
20150.76%0.07%-6.63%6.80%
20141.53%4.99%0.94%4.63%
201310.37%2.62%5.02%10.28%
201212.22%-2.92%6.13%-0.64%
20115.66%-0.11%-14.06%11.62%
20105.13%-11.60%11.05%10.42%
2009-11.13%15.56%15.33%5.83%
2008-9.56%-2.91%-8.67%-22.08%
20070.40%6.06%1.87%-3.63%
20064.07%-1.74%5.42%6.48%
2005-2.32%1.07%3.41%1.79%
20041.53%1.39%-2.06%8.90%
2003-3.43%15.12%2.28%11.86%
2002-0.11%-13.52%-17.48%8.17%
2001-11.86%5.54%-14.79%10.29%

Rank in category (by total return)

YTD65
1-month61
3-month66
1-year59
3-year47
5-year49

Load adjusted returns

1-year30.06%
3-year13.12%
5-year15.77%
10-year12.39%