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ALL ORDS
7,974.80
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Principal Large Cap S&P 500 Index R4 (PLFSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.85
-0.01
(-0.04%)
At close: 08:00PM 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 (13 June 2024)
31.56%
Worst 1-yr total return (13 June 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
-0.54
-0.01
BETA
1
0.01
1
0.01
1
0.01
Mean annual return
0.85
0.01
1.32
0.01
1.05
0.01
R-squared
100
0.94
100
0.95
100
0.95
Standard deviation
17.8
0.17
18.21
0.19
15.27
0.15
Sharpe ratio
0.39
0
0.75
0.01
0.72
0.01
Treynor ratio
5.7
0.03
12.92
0.1
10.52
0.1
Data disclaimer
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