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

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.74+0.14 (+0.51%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (2 Jul 2024)31.79%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PLFPXCategory average
5 years
PLFPXCategory average
10 years
PLFPXCategory average
Alpha
-0.41-0.01
-0.41-0.01
-0.41-0.01
BETA
10.01
10.01
10.01
Mean annual return
0.890.01
1.270.01
1.080.01
R-squared
1000.94
1000.95
1000.95
Standard deviation
17.840.17
18.040.19
15.280.15
Sharpe ratio
0.410
0.720.01
0.740.01
Treynor ratio
6.130.03
12.260.1
10.780.1