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 features an expense ratio of 0.38%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal LargeCap S&P 500 Index Fund Class A, 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
Principal LargeCap S&P 500 Index Fund Class A had a return of 4.17% year-to-date (YTD) and 22.19% in the last 12 months. Over the past 10 years, Principal LargeCap S&P 500 Index Fund Class A had an annualized return of 8.62%, while the S&P 500 had an annualized return of 11.26%, indicating that Principal LargeCap S&P 500 Index Fund Class A did not perform as well as the benchmark.
PLSAX
4.17%
1.24%
8.72%
22.19%
8.99%
8.62%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 4.17% | |||||||||||
| 2024 | 1.63% | 5.32% | 3.21% | -4.12% | 4.90% | 3.59% | 1.16% | 2.39% | 2.12% | -0.95% | 5.83% | -3.87% | 22.68% |
| 2023 | 6.28% | -2.49% | 3.66% | 1.50% | 0.38% | 6.59% | 3.16% | -1.64% | -4.78% | -2.16% | 9.13% | 1.70% | 22.39% |
| 2022 | -5.19% | -3.00% | 3.68% | -8.73% | 0.14% | -8.28% | 9.13% | -4.06% | -9.26% | 8.09% | 5.53% | -7.09% | -19.54% |
| 2021 | -1.07% | 2.72% | 4.38% | 5.29% | 0.66% | 2.27% | 2.34% | 3.03% | -4.70% | 6.98% | -0.75% | -7.58% | 13.37% |
| 2020 | -0.05% | -8.29% | -12.37% | 12.79% | 4.71% | 1.93% | 5.63% | 7.12% | -3.81% | -2.71% | 10.92% | -1.91% | 11.41% |
| 2019 | 8.03% | 3.15% | 1.90% | 4.02% | -6.37% | 6.97% | 1.41% | -1.61% | 1.85% | 2.08% | 3.61% | 1.01% | 28.47% |
| 2018 | 5.70% | -3.72% | -2.58% | 0.35% | 2.35% | 0.62% | 3.62% | 3.22% | 0.57% | -6.88% | 2.00% | -13.66% | -9.62% |
| 2017 | 1.81% | 3.95% | 0.06% | 0.98% | 1.39% | 0.60% | 2.02% | 0.23% | 2.03% | 2.28% | 3.06% | -3.92% | 15.25% |
| 2016 | -4.98% | -0.22% | 6.81% | 0.35% | 1.73% | 0.20% | 3.66% | 0.07% | 0.00% | -1.89% | 3.66% | 0.73% | 10.06% |
| 2015 | -3.04% | 5.71% | -1.62% | 0.96% | 1.22% | -2.01% | 2.06% | -6.04% | -2.50% | 8.35% | 0.27% | -2.40% | 0.10% |
| 2014 | -3.47% | 4.55% | 0.76% | 0.68% | 2.33% | 1.99% | -1.44% | 4.02% | -1.48% | 2.43% | 2.65% | -0.36% | 13.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, PLSAX is among the top 17% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Principal LargeCap S&P 500 Index Fund Class A provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.29 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.27 | $0.25 | $0.20 | $0.33 | $0.32 | $0.28 | $0.25 | $0.26 | $0.22 | $0.22 |
Dividend yield | 0.97% | 1.01% | 1.16% | 1.29% | 0.81% | 1.53% | 1.62% | 1.82% | 1.45% | 1.67% | 1.54% | 1.50% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2014 | $0.22 | $0.22 |
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 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 56.16%, occurring on Mar 9, 2009. Recovery took 961 trading sessions.
The current Principal LargeCap S&P 500 Index Fund Class A drawdown is 0.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.16% | Oct 10, 2007 | 354 | Mar 9, 2009 | 961 | Jan 2, 2013 | 1315 |
| -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 |
| -32.12% | Dec 13, 2021 | 210 | Oct 12, 2022 | 418 | Jun 12, 2024 | 628 |
| -23.51% | Sep 21, 2018 | 65 | Dec 24, 2018 | 212 | Oct 28, 2019 | 277 |
Volatility
Volatility Chart
The current Principal LargeCap S&P 500 Index Fund Class A volatility is 2.96%, 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.