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Principal Large Cap S&P 500 Index J (PSPJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.49+0.11 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.32%
5-year average return14.87%
Number of years up18
Number of years down4
Best 1-yr total return (24 Jun 2024)31.65%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.65%
Worst 3-yr total return7.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSPJXCategory
YTD11.19%5.31%
1-month4.93%-4.19%
3-month3.86%3.90%
1-year27.74%20.31%
3-year9.19%6.48%
5-year15.39%11.78%
10-year12.26%10.96%
Last bull market25.97%25.56%
Last bear market-16.17%-15.11%

Annual total return (%) history

Year
PSPJXCategory
2024
N/AN/A
2023
25.83%22.32%
2022
-18.41%-16.96%
2021
28.23%26.07%
2020
17.94%15.83%
2019
31.05%28.78%
2018
-4.75%-6.27%
2017
21.34%20.44%
2016
11.55%10.37%
2015
0.94%-1.07%
2014
13.10%10.96%
2013
31.65%31.50%
2012
15.25%14.96%
2011
1.58%-1.27%
2010
14.25%14.01%
2009
25.60%28.17%
2008
-37.44%-37.79%
2007
4.76%6.16%
2006
14.77%14.17%
2005
4.01%5.88%
2004
9.76%10.02%
2003
26.89%27.05%
2002
-22.97%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20237.42%8.62%-3.34%11.56%
2022-4.68%-16.17%-4.97%7.44%
20216.10%8.40%0.49%10.95%
2020-19.64%20.35%8.88%12.01%
201913.58%4.23%1.59%8.96%
2018-0.86%3.37%7.59%-13.61%
20175.96%2.96%4.38%6.55%
20161.28%2.38%3.69%3.75%
20150.84%0.21%-6.57%6.91%
20141.71%5.05%1.02%4.79%
201310.51%2.74%5.07%10.36%
201212.37%-2.85%6.19%-0.58%
20115.84%-0.11%-13.98%11.69%
20105.19%-11.59%11.16%10.52%
2009-11.09%15.73%15.31%5.85%
2008-9.55%-2.83%-8.62%-22.11%
20070.50%6.11%1.79%-3.50%
20063.99%-1.64%5.46%6.40%
2005-2.34%1.08%3.44%1.86%
20041.42%1.40%-2.07%8.99%
2003-3.60%14.93%2.44%11.80%
2002-0.12%-13.61%-17.49%8.20%
20016.06%-14.78%10.02%N/A

Rank in category (by total return)

YTD34
1-month29
3-month31
1-year46
3-year28
5-year33

Load adjusted returns

1-year26.74%
3-year9.19%
5-year15.39%
10-year12.26%