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Principal Large Cap S&P 500 Index R5 (PLFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.210.00 (0.00%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (13 Jun 2024)31.79%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
PLFPXCategory average
5 years
PLFPXCategory average
10 years
PLFPXCategory average
Alpha
-0.42-0.01
-0.41-0.01
-0.41-0.01
BETA
10.01
10.01
10.01
Mean annual return
0.860.01
1.330.01
1.060.01
R-squared
1000.94
1000.95
1000.95
Standard deviation
17.790.17
18.20.19
15.270.15
Sharpe ratio
0.40
0.750.01
0.730.01
Treynor ratio
5.830.03
13.070.1
10.660.1