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 |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Home Page | principaletfs.com |
| 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.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 25.48% |
| 1 month | N/A | 2.14% |
| 6 months | N/A | 12.76% |
| 1 year | N/A | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 5.78% | -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% |
| 2021 | 2.24% | 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.
Dividends
Dividend History
Principal US Large-Cap Adaptive Multi-Factor ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.00 | $0.61 | $0.15 |
Dividend yield | 0.00% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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.