Principal Large Cap S&P 500 Index Inst (PLFIX)

29.91 -0.16 (-0.53%) USD  |  Dec 12 2024
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PLFIX Beta (vs YCharts Benchmark) (Since Inception)

Beta (vs YCharts Benchmark) (Since Inception) Chart

View Beta (vs YCharts Benchmark) (Since Inception) for PLFIX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Beta Definition

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Beta is a risk metric that measures the risk associated with a security in comparison to the risk associated with the market overall. A beta of 1 would signify that the beta is neutral with the market. A common use of beta is within the Capital Asset Pricing Model (CAPM), to find a security's expected return.

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Beta (vs YCharts Benchmark) (Since Inception) Range, Past 5 Years

View Beta (vs YCharts Benchmark) (Since Inception) Range, Past 5 Years
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Beta (vs YCharts Benchmark) (Since Inception) Benchmarks

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DFA US Large Company I Upgrade
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Beta (vs YCharts Benchmark) (Since Inception) Related Metrics

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Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
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Historical Sortino (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Beta (vs YCharts Benchmark) (Since Inception) Excel Add-In Codes

View Beta (vs YCharts Benchmark) (Since Inception) Excel Add-In Codes
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Metric Code: enhanced_market_beta_all
Latest Data Point: =YCP("M:PLFIX", "enhanced_market_beta_all")
Last 5 Data Points: =YCS("M:PLFIX", "enhanced_market_beta_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.