Principal US Large-Cap Adaptive Multi-Factor ETF (PLRG)
PLRG is an actively managed ETF by Principal. PLRG launched on May 19, 2021 and has a 0.15% expense ratio.
ETF Info
| Issuer | Principal |
|---|---|
| Inception Date | May 19, 2021 |
| Region | North America (U.S.) |
| Category | Actively Managed, Multi-factor |
| Index Tracked | No Index (Active) |
| Home Page | principaletfs.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
The Principal US Large-Cap Adaptive Multi-Factor ETF features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: PLRG vs. QVML
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.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 5.05% |
| 1 month | N/A | -4.27% |
| 6 months | N/A | 18.82% |
| 1 year | N/A | 21.22% |
| 5 years (annualized) | N/A | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -4.17% | 1.16% |
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.
Dividends
Dividend History
Principal US Large-Cap Adaptive Multi-Factor ETF granted a 0.77% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.20 | $0.61 | $0.15 |
Dividend yield | 0.77% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | ||
| 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 |
| 2021 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2021 | 198 | Oct 12, 2022 | — | — | — |
| -5.18% | Sep 3, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
| -3.95% | Nov 17, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.35% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.98% | Dec 16, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |
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.