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Principal Fds, Inc. Large Cap Value Fd Iii, J Cl: (MF: PLVJX)
(NASDAQ Mutual Funds) As of Jan 21, 2026 06:11 PM ET
$17.28 USD
-0.04 (-0.23%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.61 | 64 |
| 3 months | 2.41 | 36 |
| 6 months | 6.93 | 60 |
| 1 Year | 10.62 | 64 |
| 3 Year | 11.52 | 80 |
| 5 Year | 10.24 | 55 |
| 10 Year | 10.04 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.96 |
| Bear Market (10/07 - 2/09) | -57.28 |
| Bull Market (2/09 - 3/21) | 607.92 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 9.51 |
| 5 Year | 10.24 |
| 10 Year | 10.04 |
| Since Inception | 6.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.26 | 3.72 | 4.42 | 2.41 |
| 2024 | 8.36 | -1.46 | 7.99 | -1.16 |
| 2023 | -1.32 | 4.64 | -2.45 | 9.22 |
| 2022 | -0.51 | -10.99 | -4.91 | 12.49 |
| 2021 | 10.51 | 4.88 | -1.16 | 8.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.61 | 13.98 | 10.01 | -5.29 | 23.94 | 2.94 | 26.00 | -6.22 | 16.55 | 12.82 |
| % Total Return Rel to Index | -7.60 | -11.04 | -16.23 | 12.91 | -4.73 | -15.45 | -5.48 | -1.82 | -5.23 | 0.89 |
| % Total Return Rel to Peer | -2.09 | -5.41 | -12.98 | 14.40 | 1.88 | -16.97 | -2.41 | 0.64 | -4.12 | 5.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.30 | 0.23 | 0.23 | 0.24 | 0.14 | 0.22 | 0.31 | 0.23 | 0.16 | 0.24 |
| % Yield | 1.45 | 1.10 | 1.15 | 1.26 | 0.63 | 1.21 | 1.68 | 1.41 | 0.86 | 1.44 |
| Capital Gains ($) | 3.36 | 1.33 | 0.31 | 1.43 | 1.60 | 0.00 | 0.74 | 1.31 | 0.95 | 0.42 |
| Expense Ratio | 0.92 | 0.93 | 1.00 | 0.97 | 0.98 | 1.04 | 1.06 | 1.03 | 1.08 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%