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Principal US Large-Cap Adaptive Multi-Factor ETF (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Principal

Inception Date

May 19, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Expense Ratio

PLRG has an expense ratio of 0.15%, which is considered low compared to other funds.


Expense ratio chart for PLRG: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%

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.


Popular comparisons:
PLRG vs. QVML PLRG vs. VOO
Popular comparisons:
PLRG vs. QVML PLRG vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Principal US Large-Cap Adaptive Multi-Factor ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


PLRG (Principal US Large-Cap Adaptive Multi-Factor ETF)
Benchmark (^GSPC)

Returns By Period


PLRG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of PLRG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20235.78%-2.01%2.45%1.23%0.23%7.14%2.97%-1.36%-4.17%1.16%13.66%
2022-6.64%-2.63%4.34%-8.18%0.52%-8.49%8.85%-3.68%-9.32%7.50%4.77%-5.59%-19.02%
20212.24%1.63%2.19%3.23%-4.57%6.95%-0.42%4.56%16.47%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Principal US Large-Cap Adaptive Multi-Factor ETF (PLRG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
PLRG
^GSPC

There is not enough data available to calculate the Sharpe ratio for Principal US Large-Cap Adaptive Multi-Factor ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
PLRG (Principal US Large-Cap Adaptive Multi-Factor ETF)
Benchmark (^GSPC)

Dividends

Dividend History


0.50%1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020212022
Dividends
Dividend Yield
Period20222021
Dividend$0.61$0.15

Dividend yield

2.65%0.52%

Monthly Dividends

The table displays the monthly dividend distributions for Principal US Large-Cap Adaptive Multi-Factor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.00$0.07$0.00$0.00$0.09$0.00$0.00$0.11$0.00$0.27
2022$0.00$0.00$0.00$0.09$0.00$0.00$0.30$0.00$0.00$0.12$0.00$0.10$0.61
2021$0.01$0.00$0.00$0.04$0.00$0.09$0.15

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.


PLRG (Principal US Large-Cap Adaptive Multi-Factor ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Principal US Large-Cap Adaptive Multi-Factor ETF. 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 US Large-Cap Adaptive Multi-Factor ETF was 24.42%, occurring on Oct 12, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.42%Dec 30, 2021198Oct 12, 2022
-5.18%Sep 3, 202121Oct 4, 202112Oct 20, 202133
-3.95%Nov 17, 202110Dec 1, 20217Dec 10, 202117
-3.35%Jul 13, 20215Jul 19, 20214Jul 23, 20219
-2.98%Dec 16, 20213Dec 20, 20213Dec 23, 20216

Volatility

Volatility Chart

The current Principal US Large-Cap Adaptive Multi-Factor ETF volatility is 1.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


PLRG (Principal US Large-Cap Adaptive Multi-Factor ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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