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Principal Large Cap S&P 500 Index R5 (PLFPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.45
+0.03
(+0.11%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
18
Number of years down
5
Best 1-yr total return (2 Jun 2024)
31.79%
Worst 1-yr total return (2 Jun 2024)
N/A
Risk statistics
3 years
PLFPX
Category average
5 years
PLFPX
Category average
10 years
PLFPX
Category average
Alpha
-0.42
-0.01
-0.42
-0.01
-0.41
-0.01
BETA
1
0.01
1
0.01
1
0.01
Mean annual return
0.74
0.01
1.14
0.01
1.04
0.01
R-squared
100
0.94
100
0.95
100
0.95
Standard deviation
17.62
0.17
18.44
0.19
15.22
0.15
Sharpe ratio
0.33
0
0.62
0.01
0.72
0.01
Treynor ratio
4.5
0.03
10.52
0.1
10.43
0.1
Data disclaimer
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