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Performance
PLFIX Performance Chart
Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is up 10.1% since the beginning of the year. PLFIX is currently trading at $36 per share. Investors who bought $1,000 worth of PLFIX shares 5 years ago would now be looking at an investment worth $1,947.
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Returns By Period
Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) has returned 10.13% so far this year and 27.10% over the past 12 months. Looking at the last ten years, PLFIX has achieved an annualized return of 15.55%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Principal Large Cap S&P 500 Index Fund Institutional
- 1D
- 1.08%
- 1M
- 0.45%
- YTD
- 10.13%
- 6M
- 9.62%
- 1Y
- 27.10%
- 3Y*
- 21.44%
- 5Y*
- 14.26%
- 10Y*
- 15.55%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PLFIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 28, 2001, PLFIX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +12.8%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PLFIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Mar 12, 2020 at -9.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.42% | -0.76% | -4.97% | 10.47% | 5.26% | -0.97% | 10.13% | ||||||
| 2025 | 2.79% | -1.34% | -5.64% | -0.70% | 6.32% | 5.07% | 2.23% | 2.02% | 3.64% | 2.34% | 0.21% | 0.09% | 17.77% |
| 2024 | 1.67% | 5.32% | 3.21% | -4.08% | 4.94% | 3.59% | 1.19% | 2.39% | 2.12% | -0.92% | 5.86% | -0.88% | 26.77% |
| 2023 | 6.28% | -2.44% | 3.66% | 1.55% | 0.38% | 6.59% | 3.20% | -1.59% | -4.77% | -2.11% | 9.11% | 4.47% | 26.00% |
| 2022 | -5.20% | -3.00% | 3.72% | -8.73% | 0.19% | -8.27% | 9.18% | -4.06% | -9.20% | 8.08% | 5.57% | -5.78% | -18.21% |
| 2021 | -1.02% | 2.72% | 4.38% | 5.33% | 0.66% | 2.31% | 2.38% | 3.03% | -4.66% | 6.97% | -0.71% | 4.31% | 28.25% |
Benchmark Metrics
Principal Large Cap S&P 500 Index Fund Institutional has an annualized alpha of 2.00%, beta of 0.96, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since February 28, 2001.
- This fund captured 104.90% of S&P 500 Index gains but only 96.65% of its losses - a favorable profile for investors.
- With beta of 0.96 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.00%
- Beta
- 0.96
- R²
- 0.94
- Upside Capture
- 104.90%
- Downside Capture
- 96.65%
Expense Ratio
PLFIX has an expense ratio of 0.11%, which is considered low.
Return for Risk
Risk / Return Rank
PLFIX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLFIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.78 | +0.24 |
| Martin ratioReturn relative to average drawdown | 13.66 | 12.44 | +1.23 |
Dividends
Dividend History
Principal Large Cap S&P 500 Index Fund Institutional provided a 2.68% dividend yield over the last twelve months, with an annual payout of $0.95 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.95 | $0.95 | $1.21 | $0.96 | $0.57 | $3.30 | $1.63 | $0.75 | $1.17 | $1.23 | $0.50 | $0.38 |
Dividend yield | 2.68% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal Large Cap S&P 500 Index Fund Institutional. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.21 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.30 | $3.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal Large Cap S&P 500 Index Fund Institutional. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal Large Cap S&P 500 Index Fund Institutional was 55.28%, occurring on Mar 9, 2009. Recovery took 870 trading sessions.
The current Principal Large Cap S&P 500 Index Fund Institutional drawdown is 1.38%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.28%Mar 2009 | 1y 5mo | 3y 5mo | 4y 10moOct 2007 - Aug 2012 |
Dot-com crash2000–2002 | -40.34%Oct 2002 | 1y 4mo | 3y 1mo | 4y 6moMay 2001 - Nov 2005 |
COVID crash2020 | -33.77%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -24.58%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.48%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
Drawdown Indicators
| PLFIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -56.78% | +1.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -9.10% | +0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -18.77% | -18.90% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -25.43% | +0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -33.92% | +0.15% |
Current DrawdownCurrent decline from peak | -1.38% | -1.80% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -8.84% | -10.71% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.03% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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