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ALL ORDS
8,083.10
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Principal Large Cap S&P 500 Index R4 (PLFSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.22
-0.07
(-0.27%)
At close: 08:05AM EDT
Summary
Chart
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 (21 May 2024)
31.56%
Worst 1-yr total return (21 May 2024)
N/A
Risk statistics
3 years
PLFSX
Category average
5 years
PLFSX
Category average
10 years
PLFSX
Category average
Alpha
-0.54
-0.01
-0.54
-0.01
-0.53
-0.01
BETA
1
0.01
1
0.01
1
0.01
Mean annual return
0.73
0.01
1.13
0.01
1.03
0.01
R-squared
100
0.94
100
0.95
100
0.95
Standard deviation
17.64
0.17
18.46
0.19
15.23
0.15
Sharpe ratio
0.32
0
0.62
0.01
0.71
0.01
Treynor ratio
4.36
0.03
10.38
0.1
10.29
0.1
Data disclaimer
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