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Principal Fds, Inc. Largecap S&p 500 Index Fd Cl R-3: (MF: PLFMX)
(NASDAQ Mutual Funds) As of Jun 3, 2025 08:00 PM ET
$28.91 USD
+0.17 (0.59%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.14 | 42 |
| 3 months | -7.64 | 29 |
| 6 months | -2.09 | 39 |
| 1 Year | 11.28 | 23 |
| 3 Year | 11.37 | 32 |
| 5 Year | 14.75 | 27 |
| 10 Year | 11.50 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 99.54 |
| Bear Market (10/07 - 2/09) | -51.43 |
| Bull Market (2/09 - 3/21) | 892.90 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 7.46 |
| 5 Year | 17.69 |
| 10 Year | 11.68 |
| Since Inception | 7.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.43 | NA | NA | NA |
| 2024 | 10.38 | 4.10 | 5.65 | 2.22 |
| 2023 | 7.28 | 8.52 | -3.46 | 11.48 |
| 2022 | -4.76 | -16.26 | -5.04 | 7.37 |
| 2021 | 5.96 | 8.33 | 0.40 | 10.84 |
| 2020 | -19.71 | 20.26 | 8.71 | 11.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.14 | 24.12 | 25.31 | -18.69 | 27.74 | 17.46 | 30.59 | -5.02 | 20.92 | 11.14 | 0.69 |
| % Total Return Rel to Index | -0.22 | -0.89 | -0.93 | -0.49 | -0.93 | -0.94 | -0.89 | -0.62 | -0.86 | -0.79 | -0.69 |
| % Total Return Rel to Peer | 0.33 | 4.73 | 2.31 | 1.00 | 5.68 | -2.45 | 2.17 | 1.84 | 0.25 | 3.32 | 2.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.20 | 0.20 | 0.16 | 0.11 | 0.26 | 0.26 | 0.22 | 0.20 | 0.21 | 0.17 |
| % Yield | 0.00 | 0.68 | 0.82 | 0.83 | 0.41 | 1.11 | 1.26 | 1.32 | 1.08 | 1.33 | 1.19 |
| Capital Gains ($) | 0.00 | 0.43 | 0.64 | 0.27 | 3.05 | 1.25 | 0.39 | 0.84 | 0.92 | 0.20 | 0.12 |
| Expense Ratio | 0.00 | 0.67 | 0.71 | 0.72 | 0.72 | 0.72 | 0.72 | 0.72 | 0.72 | 0.73 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%