Nasdaq - Delayed Quote • USD
Principal Large Cap S&P 500 Index A (PLSAX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.65% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLSAX | Category Average | PLSAX | Category Average | PLSAX | Category Average | |
| Alpha | -0.42 | -0.02 | -0.43 | -0.01 | -0.46 | -0.02 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1 | 0.01 | 1.28 | 0.01 | 1.08 | 0.01 |
| R-squared | 100 | 0.95 | 100 | 0.95 | 100 | 0.95 |
| Standard Deviation | 17.59 | 0.19 | 18.36 | 0.15 | 15.16 | 0.14 |
| Sharpe Ratio | 0.52 | 0.01 | 0.72 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 8.06 | 0.16 | 12.41 | 0.15 | 10.97 | 0.12 |
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