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

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.56-0.07 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.69%
5-year average return14.59%
Number of years up18
Number of years down5
Best 1-yr total return (21 May 2024)31.79%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return31.79%
Worst 3-yr total return7.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLFPXCategory
YTD5.89%5.31%
1-month-4.11%-4.19%
3-month4.18%3.90%
1-year22.14%20.31%
3-year7.61%6.48%
5-year12.71%11.78%
10-year11.93%10.96%
Last bull market25.91%25.56%
Last bear market-16.18%-15.11%

Annual total return (%) history

Year
PLFPXCategory
2024
N/AN/A
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
202410.43%N/AN/AN/A
20237.38%8.63%-3.40%11.60%
2022-4.69%-16.18%-4.96%7.44%
20216.07%8.43%0.48%10.89%
2020-19.64%20.32%8.81%12.01%
201913.56%4.19%1.61%8.95%
2018-0.85%3.35%7.59%-13.62%
20175.89%3.02%4.35%6.51%
20161.25%2.33%3.75%3.72%
20150.82%0.20%-6.50%6.93%
20141.75%5.10%1.00%4.84%
201310.51%2.78%5.15%10.35%
201212.49%-2.80%6.17%-0.50%
20115.73%0.00%-13.92%11.63%
20105.35%-11.49%11.07%10.69%
2009-10.90%15.60%15.49%5.91%
2008-9.57%-2.78%-8.46%-22.11%
20070.49%6.20%1.95%-3.39%
20064.15%-1.61%5.58%6.60%
2005-2.19%1.30%3.37%2.04%
20041.52%1.62%-1.93%9.00%
2003-3.41%15.21%2.53%11.92%
20020.57%-13.54%-17.37%8.31%
2001-11.76%5.65%-14.65%10.41%

Rank in category (by total return)

YTD43
1-month42
3-month45
1-year47
3-year32
5-year37

Load adjusted returns

1-year22.14%
3-year7.61%
5-year12.71%
10-year11.93%