PLFIX: LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 28.84 0.03(0.10%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 12/20/2001 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.52% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/03/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 1.9 | 10.9 | 13.0 | 11.8 | 10.1 | 11.9 | 9.0 | 9.1 | 21.5 | 22.7 | -19.3 | 13.7 | 11.7 | 31.3 | -4.7 | 21.6 | 11.8 | 1.2 | 13.5 | 32.1 | 15.7 | 2.0 | 15.4 | 26.4 | -37.2 | 5.3 | 15.7 | 4.7 | 10.7 | 28.1 | -22.3 | 0.6 |
| Sharpe Ratio | NA | 0.07 | 0.23 | 0.48 | 0.47 | 0.45 | NA | NA | 0.35 | 1.17 | 1.36 | -0.85 | 0.73 | 0.36 | 2.4 | -0.35 | 2.98 | 0.9 | 0.08 | 1.18 | 2.89 | 1.24 | 0.08 | 0.84 | 0.97 | -0.92 | 0.15 | 1.25 | 0.24 | 0.88 | 1.61 | -0.91 | 2.71 |
| Draw Down(%) | NA | 18.8 | 20.1 | 20.1 | 32.0 | 33.8 | NA | NA | 55.3 | 8.5 | 10.0 | 24.6 | 14.2 | 33.8 | 6.6 | 19.5 | 2.6 | 10.3 | 12.1 | 7.3 | 5.5 | 9.6 | 18.7 | 15.2 | 27.0 | 47.8 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.0 | 1.1 |
| Standard Deviation(%) | NA | 27.1 | 19.6 | 18.3 | 19.2 | 18.5 | NA | NA | 19.3 | 12.7 | 13.7 | 24.3 | 18.8 | 31.9 | 12.5 | 17.1 | 7.1 | 12.8 | 15.6 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 41.1 | 15.9 | 10.0 | 10.5 | 11.1 | 17.0 | 25.8 | 10.3 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.09 | 0.09 | 0.09 | NA | NA | 0.07 | 0.15 | 0.18 | -0.21 | 0.13 | 0.15 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.15 | 0.32 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.9 | NA | NA | 0.95 | 0.98 | 1.01 | 0.97 | 1.06 | 0.74 | 1.0 | 1.0 | 1.0 | 0.94 | 1.0 | 0.89 | 0.99 | 0.97 | 0.98 | 1.0 | 0.97 | 1.0 | 1.0 | 0.98 | 1.01 | 0.98 | NA | NA | NA |
| RSquared | NA | 1.0 | 0.99 | 0.99 | 0.9 | 0.82 | NA | NA | 0.81 | 0.98 | 0.96 | 0.98 | 0.6 | 0.63 | 1.0 | 0.99 | 0.9 | 0.93 | 0.99 | 0.81 | 0.99 | 0.97 | 0.98 | 1.0 | 0.94 | 1.0 | 0.99 | 0.99 | 0.97 | 0.88 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.0 | 1.4 | 3.5 | 5.3 | 4.3 | N/A | 0.0 | 1.7 | 1.2 | 1.2 | 1.9 | 4.8 | 6.6 | 7.9 | 3.6 | 2.7 | 2.1 | 2.1 | 2.3 | 2.0 | 2.0 | 2.2 | 1.8 | 3.1 | 2.3 | 2.1 | 8.5 | 1.4 | 0.9 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -54.8 | -69.1 | 160.8 | N/A | N/A | N/A | -100.0 | 8.4 | 20.6 | -34.0 | -50.1 | -35.5 | -4.8 | 146.4 | 30.0 | 41.9 | 26.8 | 4.9 | 16.7 | 9.4 | 14.4 | -23.2 | -40.8 | 50.7 | 16.0 | -75.6 | 631.6 | 21.0 | -12.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2003
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