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Principal Fds, Inc. Largecap S&p 500 Idx Fd J Cl: (MF: PSPJX)
(NASDAQ Mutual Funds) As of Jun 2, 2025 08:00 PM ET
$28.27 USD
+0.12 (0.43%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.05 | 40 |
| 3 months | -7.57 | 28 |
| 6 months | -1.92 | 36 |
| 1 Year | 11.69 | 20 |
| 3 Year | 11.79 | 28 |
| 5 Year | 15.19 | 21 |
| 10 Year | 11.90 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 98.44 |
| Bear Market (10/07 - 2/09) | -51.39 |
| Bull Market (2/09 - 3/21) | 936.76 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.81 |
| 5 Year | 18.14 |
| 10 Year | 12.09 |
| Since Inception | 8.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.37 | NA | NA | NA |
| 2024 | 10.15 | 4.21 | 5.78 | 2.33 |
| 2023 | 7.42 | 8.62 | -3.33 | 11.90 |
| 2022 | -4.67 | -16.17 | -4.96 | 7.42 |
| 2021 | 6.09 | 8.40 | 0.48 | 10.94 |
| 2020 | -19.64 | 20.34 | 8.87 | 11.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.05 | 24.27 | 26.21 | -18.42 | 28.22 | 17.91 | 31.09 | -4.72 | 21.30 | 11.57 | 0.96 |
| % Total Return Rel to Index | -0.13 | -0.74 | -0.02 | -0.21 | -0.45 | -0.49 | -0.39 | -0.33 | -0.49 | -0.36 | -0.42 |
| % Total Return Rel to Peer | 0.42 | 4.88 | 3.21 | 1.27 | 6.16 | -2.00 | 2.66 | 2.13 | 0.62 | 3.75 | 2.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.30 | 0.28 | 0.26 | 0.20 | 0.34 | 0.33 | 0.29 | 0.26 | 0.26 | 0.22 |
| % Yield | 0.00 | 1.03 | 1.24 | 1.29 | 0.74 | 1.45 | 1.59 | 1.74 | 1.40 | 1.66 | 1.51 |
| Capital Gains ($) | 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 | 0.27 | 0.34 | 0.34 | 0.35 | 0.36 | 0.38 | 0.37 | 0.37 | 0.40 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%