Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index A (PLSAX)

25.00 +0.25 (+1.01%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.25%
5y Average Return 13.04%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 31.65%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 31.65%
Worst 3Y Total Return 7.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLSAX
Category
YTD
10.47%
14.84%
1-Month
3.21%
1.65%
3-Month
10.47%
7.55%
1-Year
29.31%
40.47%
3-Year
11.02%
16.77%
5-Year
14.56%
16.15%
10-Year
12.45%
13.21%
Last Bull Market
39.57%
24.09%
Last Bear Market
-16.17%
-17.61%

Annual Total Return (%) History

Year
PLSAX
Category
2024
--
--
2023
25.74%
--
2022
-18.43%
--
2021
28.10%
--
2020
17.88%
15.83%
2019
30.95%
28.78%
2018
-4.83%
-6.27%
2017
21.23%
20.44%

2016
11.42%
10.37%
2015
0.90%
-1.07%
2014
13.14%
10.96%
2013
31.65%
31.50%
2012
15.14%
14.96%
2011
1.49%
-1.27%
2010
14.28%
14.01%
2009
25.66%
28.17%
2008
-37.46%
-37.79%
2007
4.90%
6.16%
2006
14.93%
14.17%
2005
--
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.47% -- -- --
2023 7.42% 8.60% -3.38% 11.56%
2022 -4.66% -16.17% -5.00% 7.44%
2021 6.07% 8.39% 0.48% 10.89%
2020 -19.67% 20.38% 8.83% 12.02%
2019 13.56% 4.19% 1.63% 8.90%
2018 -0.86% 3.34% 7.57% -13.65%
2017 5.90% 3.00% 4.34% 6.53%
2016 1.26% 2.29% 3.73% 3.71%
2015 0.83% 0.14% -6.51% 6.88%

2014 1.69% 5.08% 1.01% 4.82%
2013 10.51% 2.72% 5.11% 10.34%
2012 12.37% -2.93% 6.14% -0.55%
2011 5.68% 0.00% -13.96% 11.63%
2010 5.13% -11.60% 11.19% 10.59%
2009 -11.15% 15.77% 15.33% 5.93%
2008 -9.55% -2.91% -8.55% -22.13%
2007 0.50% 6.16% 1.87% -3.48%
2006 3.95% -1.52% 5.41% 6.50%
2005 3.40% 1.94% -- --

Rank in Category (By Total Return)

YTD 43
1-Month 55
3-Month 43
1-Year 46
3-Year 33
5-Year 37

Load Adjusted Returns

1-Year 27.37%
3-Year 10.46%
5-Year 14.21%
10-Year 12.28%

Performance & Risk

YTD Return 7.25%
5y Average Return 13.04%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Principal Funds
Net Assets 7.58B
YTD Return 10.47%
Yield 1.02%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

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