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Principal Fds, Inc. Largecap S&p 500 Index Fd Cl R-5: (MF: PLFPX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$30.89 USD
-0.10 (-0.32%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.99 | 38 |
| 3 months | 10.82 | 47 |
| 6 months | 5.99 | 38 |
| 1 Year | 14.68 | 34 |
| 3 Year | 19.21 | 34 |
| 5 Year | 16.14 | 20 |
| 10 Year | 13.17 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.56 |
| Bear Market (10/07 - 2/09) | -51.22 |
| Bull Market (2/09 - 3/21) | 976.28 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.68 |
| 5 Year | 16.14 |
| 10 Year | 13.17 |
| Since Inception | 8.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.36 | 10.82 | NA | NA |
| 2024 | 10.42 | 4.18 | 5.77 | 2.29 |
| 2023 | 7.38 | 8.63 | -3.40 | 11.60 |
| 2022 | -4.69 | -16.17 | -4.96 | 7.43 |
| 2021 | 6.06 | 8.43 | 0.47 | 10.88 |
| 2020 | -19.63 | 20.32 | 8.80 | 11.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.99 | 24.49 | 25.75 | -18.43 | 28.14 | 17.81 | 31.01 | -4.74 | 21.21 | 11.51 | 1.00 |
| % Total Return Rel to Index | -0.21 | -0.53 | -0.49 | -0.23 | -0.54 | -0.58 | -0.47 | -0.34 | -0.57 | -0.41 | -0.38 |
| % Total Return Rel to Peer | 0.84 | 5.09 | 2.75 | 1.26 | 6.08 | -2.10 | 2.59 | 2.11 | 0.54 | 3.70 | 2.60 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.29 | 0.26 | 0.24 | 0.19 | 0.32 | 0.32 | 0.28 | 0.25 | 0.26 | 0.22 |
| % Yield | 0.00 | 0.97 | 1.17 | 1.19 | 0.66 | 1.35 | 1.52 | 1.65 | 1.32 | 1.62 | 1.50 |
| Capital Gains ($) | 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 | 0.36 | 0.40 | 0.41 | 0.41 | 0.41 | 0.41 | 0.41 | 0.41 | 0.42 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%