PLPIX - Principal LargeCap S&P 500 Index Fund R-1 Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.36%
5-Year Average Return9.58%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (May 24, 2023)30.88%
Worst 1 Yr Total Return (May 24, 2023)N/A
Best 3-Yr Total Return30.88%
Worst 3-Yr Total Return-3.87%

Trailing Returns (%) Vs. Benchmarks

ReturnPLPIXCategory
YTD8.36%14.84%
1-Month2.00%1.65%
3-Month4.72%7.55%
1-Year5.06%40.47%
3-Year12.57%16.77%
5-Year9.58%16.15%
10-Year10.62%13.21%
Last Bull Market38.76%24.09%
Last Bear Market-16.30%-17.61%

Annual Total Return (%) History

Year
PLPIXCategory
2023
N/AN/A
2022
-18.92%N/A
2021
27.32%N/A
2020
17.16%15.83%
2019
30.14%28.78%
2018
-5.33%-6.27%
2017
20.55%20.44%
2016
10.81%10.37%
2015
0.35%-1.07%
2014
12.50%10.96%
2013
30.88%31.50%
2012
14.82%14.96%
2011
1.05%-1.27%
2010
13.86%14.01%
2009
25.16%28.17%
2008
-37.66%-37.79%
2007
4.42%6.16%
2006
14.68%14.17%
2005
3.68%5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.17%N/AN/AN/A
2022-4.83%-16.30%-5.13%7.28%
20215.89%8.23%0.32%10.74%
2020-19.82%20.22%8.65%11.87%
201913.37%4.02%1.47%8.75%
2018-1.03%3.18%7.44%-13.71%
20175.78%2.82%4.24%6.33%
20161.13%2.16%3.61%3.53%
20150.69%0.07%-6.67%6.71%
20141.54%4.94%0.87%4.67%
201310.22%2.73%4.96%10.14%
201212.29%-3.04%6.06%-0.56%
20115.69%-0.22%-14.02%11.45%
20105.15%-11.63%10.94%10.44%
2009-11.15%15.41%15.37%5.79%
2008-9.68%-2.92%-8.70%-22.13%
20070.40%5.98%1.79%-3.58%
20063.97%-1.74%5.44%6.47%
2005-2.44%1.07%3.30%1.79%

Rank In Category (By Total Return)

YTD31
1-Month40
3-Month27
1-Year60
3-Year68
5-Year53

Load Adjusted Returns

1-Year1.61%
3-Year13.32%
5-Year10.30%
10-Year11.03%