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PLFMX: LARGECAP S&P 500 INDEX FUND R-3 (MUTUAL FUND)
Basic Info 26.08 0.03(0.12%) May 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (32%) |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.04% |
Expenses | 0.52% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 11.2 | 28.5 | 9.2 | 14.0 | 12.2 | 14.1 | 9.6 | 9.7 | 25.6 | -18.7 | 27.6 | 17.5 | 30.6 | -5.0 | 20.9 | 11.1 | 0.7 | 12.8 | 31.4 | 15.1 | 1.3 | 15.0 | 25.5 | -37.4 | 4.7 | 15.0 | 4.1 | 9.9 | 27.4 | -22.7 | -12.5 | 3.6 |
Sharpe Ratio | NA | 2.1 | 2.02 | 0.35 | 0.56 | 0.61 | NA | NA | 0.33 | 1.65 | -0.83 | 2.07 | 0.5 | 2.35 | -0.37 | 2.98 | 0.83 | 0.04 | 1.11 | 2.84 | 1.19 | 0.06 | 0.83 | 0.93 | -0.94 | 0.11 | 1.18 | 0.18 | 0.81 | 1.57 | -0.92 | -0.71 | NA |
Draw Down(%) | NA | 5.5 | 10.1 | 24.9 | 33.8 | 33.8 | NA | NA | 55.6 | 10.1 | 24.9 | 5.2 | 33.8 | 6.7 | 19.5 | 2.7 | 10.3 | 12.0 | 7.4 | 5.7 | 9.6 | 18.9 | 15.2 | 27.1 | 48.0 | 9.9 | 7.5 | 7.0 | 7.8 | 13.9 | 33.2 | 29.2 | NA |
Standard Deviation(%) | NA | 11.7 | 11.6 | 17.5 | 21.4 | 17.8 | NA | NA | 19.4 | 13.1 | 24.3 | 13.3 | 34.6 | 12.4 | 17.1 | 6.8 | 13.1 | 15.6 | 11.5 | 11.0 | 12.8 | 23.4 | 17.9 | 27.2 | 40.6 | 15.9 | 10.0 | 10.6 | 11.1 | 17.0 | 25.8 | 21.3 | NA |
Treynor Ratio | NA | 0.25 | 0.24 | 0.06 | 0.12 | 0.11 | NA | NA | 0.06 | 0.22 | -0.21 | 0.29 | 0.17 | 0.29 | -0.06 | 0.2 | 0.11 | 0.01 | 0.14 | 0.32 | 0.16 | 0.01 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | NA |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.97 | 0.98 | 0.96 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 0.89 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.99 | 1.0 | 0.98 | 1.02 | 1.0 | NA | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 0.98 | 0.99 | 0.99 | NA | NA | 0.82 | 0.97 | 0.99 | 0.94 | 1.0 | 1.0 | 0.99 | 0.95 | 1.0 | 0.98 | 0.79 | 0.99 | 0.97 | 0.98 | 1.0 | 0.94 | 1.0 | 0.99 | 0.99 | 0.97 | 0.91 | 0.0 | 0.0 | 0.0 | NA |
Yield(%) | N/A | 0.0 | 4.0 | 6.2 | 7.4 | 7.3 | 10.8 | 7.1 | N/A | 4.4 | 1.8 | 14.9 | 7.6 | 4.1 | 6.0 | 7.3 | 3.0 | 2.1 | 1.5 | 1.5 | 1.7 | 1.5 | 1.5 | 1.5 | 1.3 | 2.5 | 1.6 | 1.5 | 8.5 | 0.7 | 0.5 | 0.4 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 91.3 | 38.1 | 114.7 | 382.2 | N/A | N/A | N/A | 93.2 | -86.1 | 108.6 | 137.5 | -39.6 | -6.2 | 169.0 | 40.0 | 57.9 | 26.7 | 0.0 | 15.4 | 8.3 | 20.0 | -23.1 | -48.0 | 78.6 | 7.7 | -81.9 | 1340.0 | 25.0 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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