Principal Large Cap S&P 500 Index Inst (PLFIX)
20.03
+0.03
(+0.15%)
USD |
Mar 27 2023
PLFIX Performance
Cumulative Total Returns Versus Peers
Performance Versus Category
20%
15%
10%
5%
0
View Category Returns.
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 27, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
32.06%
13.50%
1.22%
11.76%
21.65%
-4.55%
31.32%
18.14%
28.42%
-18.23%
4.00%
32.24%
13.60%
1.35%
11.87%
21.77%
-4.45%
31.42%
18.34%
28.64%
-18.12%
4.01%
32.18%
13.51%
1.25%
11.89%
21.83%
-4.40%
31.49%
18.40%
28.70%
-18.13%
4.02%
32.14%
13.50%
1.27%
11.77%
21.68%
-4.62%
31.26%
18.59%
28.54%
-18.25%
4.00%
32.35%
14.27%
0.57%
9.54%
23.84%
-3.22%
32.39%
19.90%
29.04%
-19.91%
4.83%
As of March 27, 2023.
Periodic Total Returns Versus Peers
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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.05%
4.27%
9.93%
-11.07%
17.75%
10.51%
11.72%
9.60%
9.85%
6.79%
0.03%
4.32%
10.02%
-10.95%
17.98%
10.70%
11.86%
9.73%
9.97%
10.96%
0.00%
5.01%
10.37%
-11.50%
12.25%
10.06%
12.41%
9.76%
10.29%
9.99%
As of March 27, 2023.
Returns for periods of 1 year and above are annualized.
Upside/Downside Capture Ratio
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio.
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023