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Principal Fds, Inc. Largecap Value Fd Iii, Instl Cl: (MF: PLVIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$18.64 USD
+0.31 (1.69%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.21 | 16 |
| 3 months | -0.21 | 16 |
| 6 months | -1.34 | 23 |
| 1 Year | 5.11 | 36 |
| 3 Year | 6.25 | 50 |
| 5 Year | 15.95 | 56 |
| 10 Year | 8.95 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.29 |
| Bear Market (10/07 - 2/09) | -56.93 |
| Bull Market (2/09 - 3/21) | 604.77 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.11 |
| 5 Year | 15.95 |
| 10 Year | 8.96 |
| Since Inception | 7.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.21 | NA | NA | NA |
| 2024 | 8.48 | -1.43 | 8.08 | -1.13 |
| 2023 | -1.30 | 4.73 | -2.40 | 9.26 |
| 2022 | -0.45 | -10.95 | -4.82 | 12.59 |
| 2021 | 10.64 | 4.96 | -1.09 | 8.25 |
| 2020 | -26.90 | 15.51 | 5.08 | 16.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.21 | 14.26 | 10.23 | -5.01 | 24.34 | 3.20 | 26.45 | -5.89 | 16.88 | 13.21 | -1.88 |
| % Total Return Rel to Index | 4.05 | -10.75 | -16.01 | 13.18 | -4.33 | -15.20 | -5.03 | -1.50 | -4.91 | 1.28 | -3.27 |
| % Total Return Rel to Peer | 4.81 | -5.13 | -12.76 | 14.68 | 2.29 | -16.71 | -1.96 | 0.96 | -3.79 | 5.39 | -0.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.27 | 0.28 | 0.28 | 0.19 | 0.27 | 0.36 | 0.28 | 0.21 | 0.28 | 0.62 |
| % Yield | 0.00 | 1.26 | 1.32 | 1.47 | 0.85 | 1.47 | 1.95 | 1.70 | 1.11 | 1.69 | 3.98 |
| Capital Gains ($) | 0.00 | 1.33 | 0.31 | 1.43 | 1.60 | 0.00 | 0.74 | 1.31 | 0.95 | 0.42 | 0.54 |
| Expense Ratio | 0.00 | 0.70 | 0.72 | 0.70 | 0.70 | 0.72 | 0.72 | 0.71 | 0.76 | 0.77 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%