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Principal Fds, Inc. Largecap S&p 500 Index Fd Cl A: (MF: PLSAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$27.46 USD
+0.40 (1.48%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.34 | 39 |
| 3 months | -4.34 | 39 |
| 6 months | -2.17 | 33 |
| 1 Year | 7.82 | 13 |
| 3 Year | 8.61 | 21 |
| 5 Year | 18.08 | 23 |
| 10 Year | 12.01 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.41 |
| Bear Market (10/07 - 2/09) | -51.35 |
| Bull Market (2/09 - 3/21) | 928.49 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.23 |
| 5 Year | 17.73 |
| 10 Year | 11.84 |
| Since Inception | 6.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.34 | NA | NA | NA |
| 2024 | 10.18 | 4.19 | 5.77 | 2.27 |
| 2023 | 7.42 | 8.59 | -3.38 | 11.85 |
| 2022 | -4.65 | -16.17 | -5.00 | 7.42 |
| 2021 | 6.07 | 8.38 | 0.48 | 10.88 |
| 2020 | -19.67 | 20.38 | 8.83 | 11.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.34 | 24.19 | 26.07 | -18.43 | 28.09 | 17.85 | 30.99 | -4.80 | 21.20 | 11.45 | 0.91 |
| % Total Return Rel to Index | -0.07 | -0.82 | -0.17 | -0.23 | -0.58 | -0.55 | -0.50 | -0.41 | -0.59 | -0.48 | -0.47 |
| % Total Return Rel to Peer | 0.68 | 4.80 | 3.07 | 1.26 | 6.03 | -2.06 | 2.56 | 2.05 | 0.52 | 3.63 | 2.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.28 | 0.27 | 0.24 | 0.19 | 0.32 | 0.31 | 0.28 | 0.25 | 0.25 | 0.21 |
| % Yield | 0.00 | 0.98 | 1.18 | 1.25 | 0.70 | 1.42 | 1.56 | 1.69 | 1.35 | 1.62 | 1.50 |
| Capital Gains ($) | 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 | 0.33 | 0.42 | 0.40 | 0.40 | 0.42 | 0.46 | 0.44 | 0.46 | 0.48 | 0.48 |
* 1 = Top 20%, 5 = Bottom 20%