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

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.06-0.07 (-0.27%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.85%
5-year average return14.88%
Number of years up18
Number of years down4
Best 1-yr total return (21 May 2024)32.06%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return32.06%
Worst 3-yr total return7.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLFIXCategory
YTD6.01%5.31%
1-month-4.08%-4.19%
3-month4.26%3.90%
1-year22.42%20.31%
3-year7.87%6.48%
5-year12.99%11.78%
10-year12.21%10.96%
Last bull market26.01%25.56%
Last bear market-16.13%-15.11%

Annual total return (%) history

Year
PLFIXCategory
2024
N/AN/A
2023
26.03%22.32%
2022
-18.23%-16.96%
2021
28.42%26.07%
2020
18.14%15.83%
2019
31.32%28.78%
2018
-4.55%-6.27%
2017
21.65%20.44%
2016
11.76%10.37%
2015
1.22%-1.07%
2014
13.50%10.96%
2013
32.06%31.50%
2012
15.73%14.96%
2011
2.00%-1.27%
2010
14.79%14.01%
2009
26.39%28.17%
2008
-37.17%-37.79%
2007
5.34%6.16%
2006
15.67%14.17%
2005
4.71%5.88%
2004
10.67%10.02%
2003
28.06%27.05%
2002
-22.27%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.52%N/AN/AN/A
20237.48%8.65%-3.29%11.61%
2022-4.62%-16.13%-4.90%7.48%
20216.12%8.48%0.56%10.93%
2020-19.64%20.46%8.89%12.09%
201913.64%4.25%1.68%9.02%
2018-0.80%3.40%7.63%-13.53%
20176.04%3.06%4.40%6.63%
20161.34%2.43%3.79%3.73%
20150.90%0.27%-6.51%7.00%
20141.78%5.16%1.08%4.92%
201310.53%2.90%5.11%10.45%
201212.40%-2.73%6.35%-0.46%
20115.92%0.00%-13.86%11.79%
20105.28%-11.51%11.34%10.66%
2009-10.88%15.80%15.50%6.03%
2008-9.47%-2.80%-8.32%-22.11%
20070.60%6.26%1.96%-3.35%
20064.19%-1.52%5.63%6.72%
2005-2.21%1.31%3.52%2.10%
20041.66%1.63%-1.84%9.12%
2003-3.30%15.22%2.70%11.93%
20020.12%-13.36%-17.29%8.35%
20015.69%-14.53%10.37%N/A

Rank in category (by total return)

YTD37
1-month36
3-month38
1-year42
3-year26
5-year27

Load adjusted returns

1-year22.42%
3-year7.87%
5-year12.99%
10-year12.21%