Principal LargeCap S&P 500 Index Fund Class A (PLSAX)
The fund primarily invests in S&P 500 Index companies to mirror U.S. large-cap equities' risk/return profiles.
Fund Info
US74254T4765
74254T476
Feb 2, 2001
$1,000
S&P 500 Index
Large-Cap
Growth
Expense Ratio
PLSAX has an expense ratio of 0.38%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Principal LargeCap S&P 500 Index Fund Class A (PLSAX) returned 0.53% year-to-date (YTD) and 12.90% over the past 12 months. Over the past 10 years, PLSAX delivered an annualized return of 12.30%, outperforming the S&P 500 benchmark at 10.84%.
PLSAX
0.53%
6.00%
-1.33%
12.90%
13.57%
15.34%
12.30%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PLSAX, 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 | 2.76% | -1.31% | -5.68% | -0.70% | 5.84% | 0.53% | |||||||
| 2024 | 1.63% | 5.32% | 3.21% | -4.12% | 4.90% | 3.59% | 1.16% | 2.39% | 2.12% | -0.95% | 5.83% | -2.41% | 24.55% |
| 2023 | 6.28% | -2.49% | 3.66% | 1.50% | 0.38% | 6.59% | 3.16% | -1.64% | -4.78% | -2.16% | 9.13% | 4.46% | 25.70% |
| 2022 | -5.19% | -3.00% | 3.68% | -8.73% | 0.14% | -8.28% | 9.13% | -4.06% | -9.26% | 8.09% | 5.52% | -5.79% | -18.41% |
| 2021 | -1.07% | 2.72% | 4.38% | 5.29% | 0.66% | 2.27% | 2.34% | 3.03% | -4.70% | 6.98% | -0.75% | 4.30% | 27.93% |
| 2020 | -0.05% | -8.29% | -12.37% | 12.79% | 4.71% | 1.93% | 5.63% | 7.12% | -3.81% | -2.71% | 10.92% | 3.77% | 17.85% |
| 2019 | 8.03% | 3.15% | 1.90% | 4.02% | -6.37% | 6.97% | 1.41% | -1.61% | 1.85% | 2.08% | 3.61% | 2.98% | 30.97% |
| 2018 | 5.70% | -3.72% | -2.58% | 0.35% | 2.35% | 0.62% | 3.62% | 3.22% | 0.57% | -6.88% | 2.00% | -9.17% | -4.93% |
| 2017 | 1.81% | 3.95% | 0.06% | 0.98% | 1.39% | 0.60% | 2.02% | 0.23% | 2.03% | 2.28% | 3.06% | 1.06% | 21.23% |
| 2016 | -4.98% | -0.22% | 6.81% | 0.35% | 1.73% | 0.20% | 3.66% | 0.07% | -0.00% | -1.89% | 3.66% | 1.98% | 11.43% |
| 2015 | -3.04% | 5.71% | -1.62% | 0.96% | 1.22% | -2.01% | 2.05% | -6.04% | -2.50% | 8.35% | 0.27% | -1.62% | 0.90% |
| 2014 | -3.47% | 4.55% | 0.76% | 0.68% | 2.33% | 1.99% | -1.44% | 4.02% | -1.48% | 2.43% | 2.65% | -0.29% | 13.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLSAX is 56, 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 Class A (PLSAX) 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 Class A provided a 2.53% dividend yield over the last twelve months, with an annual payout of $0.72 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.72 | $0.91 | $0.52 | $3.25 | $1.59 | $0.70 | $1.12 | $1.18 | $0.45 | $0.34 | $0.23 |
Dividend yield | 2.53% | 2.54% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.20% | 6.73% | 2.94% | 2.36% | 1.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LargeCap S&P 500 Index Fund Class A. 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 | $0.72 | $0.72 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.25 | $3.25 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $1.12 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.18 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2014 | $0.23 | $0.23 |
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 Class A. 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 Class A was 55.67%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Principal LargeCap S&P 500 Index Fund Class A drawdown is 3.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.67% | Oct 10, 2007 | 354 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1241 |
| -42.08% | Feb 6, 2001 | 418 | Oct 9, 2002 | 899 | May 5, 2006 | 1317 |
| -33.78% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.69% | Jan 4, 2022 | 195 | Oct 12, 2022 | 294 | Dec 13, 2023 | 489 |
| -19.53% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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