Principal LargeCap S&P 500 Index Fund (PLFMX)
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.
Fund Info
US74251T3133
Dec 6, 2000
$0
Large-Cap
Blend
Expense Ratio
PLFMX has an expense ratio of 0.72%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Principal LargeCap S&P 500 Index Fund (PLFMX) returned 0.77% year-to-date (YTD) and 12.99% over the past 12 months. Over the past 10 years, PLFMX delivered an annualized return of 11.99%, outperforming the S&P 500 benchmark at 10.85%.
PLFMX
0.77%
6.39%
-1.14%
12.99%
13.35%
15.05%
11.99%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PLFMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.71% | -1.34% | -5.70% | -0.74% | 6.24% | 0.77% | |||||||
| 2024 | 1.62% | 5.26% | 3.20% | -4.14% | 4.89% | 3.54% | 1.15% | 2.35% | 2.05% | -0.95% | 5.83% | -2.46% | 24.15% |
| 2023 | 6.20% | -2.48% | 3.59% | 1.49% | 0.38% | 6.52% | 3.15% | -1.68% | -4.81% | -2.16% | 9.07% | 4.43% | 25.27% |
| 2022 | -5.26% | -3.04% | 3.67% | -8.80% | 0.14% | -8.31% | 9.17% | -4.15% | -9.26% | 8.03% | 5.53% | -5.78% | -18.67% |
| 2021 | -1.06% | 2.71% | 4.27% | 5.28% | 0.62% | 2.26% | 2.33% | 2.95% | -4.70% | 6.94% | -0.75% | 4.30% | 27.57% |
| 2020 | -0.10% | -8.27% | -12.39% | 12.69% | 4.71% | 1.93% | 5.56% | 7.11% | -3.85% | -2.70% | 10.87% | 3.74% | 17.46% |
| 2019 | 7.94% | 3.15% | 1.90% | 3.95% | -6.41% | 7.02% | 1.36% | -1.61% | 1.79% | 2.08% | 3.56% | 3.00% | 30.58% |
| 2018 | 5.64% | -3.72% | -2.63% | 0.35% | 2.35% | 0.56% | 3.67% | 3.17% | 0.52% | -6.89% | 1.95% | -9.12% | -5.14% |
| 2017 | 1.88% | 3.88% | 0.06% | 0.98% | 1.33% | 0.54% | 2.02% | 0.23% | 2.03% | 2.22% | 3.01% | 1.07% | 20.96% |
| 2016 | -4.98% | -0.22% | 6.73% | 0.35% | 1.73% | 0.20% | 3.59% | 0.07% | 0.00% | -1.89% | 3.60% | 1.91% | 11.12% |
| 2015 | -3.04% | 5.70% | -1.62% | 0.89% | 1.22% | -2.01% | 1.99% | -6.04% | -2.57% | 8.44% | 0.20% | -1.64% | 0.67% |
| 2014 | -3.47% | 4.47% | 0.76% | 0.68% | 2.26% | 2.06% | -1.44% | 3.88% | -1.48% | 2.43% | 2.58% | -0.30% | 12.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLFMX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal LargeCap S&P 500 Index Fund provided a 2.23% dividend yield over the last twelve months, with an annual payout of $0.64 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.64 | $0.64 | $0.85 | $0.44 | $3.17 | $1.52 | $0.65 | $1.06 | $1.13 | $0.41 | $0.30 | $0.19 |
Dividend yield | 2.23% | 2.24% | 3.61% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% | 1.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LargeCap S&P 500 Index Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.17 | $3.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.52 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $1.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2014 | $0.19 | $0.19 |
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 LargeCap S&P 500 Index Fund. 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 LargeCap S&P 500 Index Fund was 55.61%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Principal LargeCap S&P 500 Index Fund drawdown is 3.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.61% | Oct 10, 2007 | 354 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1241 |
| -33.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.91% | Jan 4, 2022 | 195 | Oct 12, 2022 | 295 | Dec 14, 2023 | 490 |
| -19.61% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -18.83% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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