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Principal Large Cap S&P 500 Index R1 (PLPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.80+0.21 (+0.82%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.92%
5-year average return14.12%
Number of years up16
Number of years down3
Best 1-yr total return (29 May 2024)30.88%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return30.88%
Worst 3-yr total return6.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLPIXCategory
YTD5.67%5.31%
1-month-4.17%-4.19%
3-month4.02%3.90%
1-year21.37%20.31%
3-year6.94%6.48%
5-year12.02%11.78%
10-year11.24%10.96%
Last bull market25.57%25.56%
Last bear market-16.30%-15.11%

Annual total return (%) history

Year
PLPIXCategory
2024
N/AN/A
2023
24.94%22.32%
2022
-18.92%-16.96%
2021
27.32%26.07%
2020
17.16%15.83%
2019
30.14%28.78%
2018
-5.33%-6.27%
2017
20.55%20.44%
2016
10.81%10.37%
2015
0.35%-1.07%
2014
12.50%10.96%
2013
30.88%31.50%
2012
14.82%14.96%
2011
1.05%-1.27%
2010
13.86%14.01%
2009
25.16%28.17%
2008
-37.66%-37.79%
2007
4.42%6.16%
2006
14.68%14.17%
2005
3.68%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.27%N/AN/AN/A
20237.17%8.48%-3.53%11.40%
2022-4.83%-16.30%-5.13%7.28%
20215.89%8.23%0.32%10.74%
2020-19.82%20.22%8.65%11.87%
201913.37%4.02%1.47%8.75%
2018-1.03%3.18%7.44%-13.71%
20175.78%2.82%4.24%6.33%
20161.13%2.16%3.61%3.53%
20150.69%0.07%-6.67%6.71%
20141.54%4.94%0.87%4.67%
201310.22%2.73%4.96%10.14%
201212.29%-3.04%6.06%-0.56%
20115.69%-0.22%-14.02%11.45%
20105.15%-11.63%10.94%10.44%
2009-11.15%15.41%15.37%5.79%
2008-9.68%-2.92%-8.70%-22.13%
20070.40%5.98%1.79%-3.58%
20063.97%-1.74%5.44%6.47%
2005-2.44%1.07%3.30%1.79%

Rank in category (by total return)

YTD50
1-month46
3-month53
1-year54
3-year48
5-year55

Load adjusted returns

1-year21.37%
3-year6.94%
5-year12.02%
10-year11.24%