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Principal Large Cap S&P 500 Index Inst (PLFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.22+0.13 (+0.48%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down4
Best 1-yr total return (2 Jul 2024)32.06%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PLFIXCategory average
5 years
PLFIXCategory average
10 years
PLFIXCategory average
Alpha
-0.16-0.01
-0.17-0.01
-0.16-0.01
BETA
10.01
10.01
10.01
Mean annual return
0.910.01
1.290.01
1.10.01
R-squared
1000.94
1000.95
1000.95
Standard deviation
17.840.17
18.060.19
15.290.15
Sharpe ratio
0.430
0.730.01
0.760.01
Treynor ratio
6.40.03
12.540.1
11.060.1