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PLFPX: LARGECAP S&P 500 INDEX FUND R-5 (MUTUAL FUND)
Basic Info 26.25 0.13(0.50%) May 14
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (72%) |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.26% |
Expenses | 0.52% |
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Performance Analytics (As of 05/10/2024)
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(%) | 1.2 | 10.1 | 28.6 | 10.0 | 14.6 | 12.3 | 14.2 | 9.8 | 10.0 | 26.0 | -18.6 | 28.2 | 17.8 | 31.0 | -4.9 | 21.2 | 11.5 | 1.0 | 13.2 | 31.8 | 15.5 | 1.6 | 14.6 | 26.0 | -37.3 | 5.1 | 15.3 | 4.5 | 10.3 | 27.7 | -22.2 | -12.2 | 3.6 |
Sharpe Ratio | NA | 2.15 | 2.06 | 0.37 | 0.58 | 0.63 | NA | NA | 0.35 | 1.68 | -0.83 | 2.12 | 0.51 | 2.38 | -0.36 | 2.98 | 0.88 | 0.06 | 1.14 | 2.88 | 1.22 | 0.07 | 0.81 | 0.95 | -0.94 | 0.13 | 1.22 | 0.22 | 0.84 | 1.59 | -0.9 | -0.69 | NA |
Draw Down(%) | NA | 5.4 | 10.0 | 24.7 | 33.8 | 33.8 | NA | NA | 55.4 | 10.0 | 24.7 | 5.1 | 33.8 | 6.7 | 19.5 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.8 | 15.7 | 27.0 | 47.8 | 9.9 | 7.6 | 7.0 | 7.6 | 13.9 | 33.1 | 29.0 | NA |
Standard Deviation(%) | NA | 11.7 | 11.5 | 17.4 | 21.4 | 17.8 | NA | NA | 19.4 | 13.1 | 24.3 | 13.3 | 34.6 | 12.4 | 17.1 | 6.9 | 12.8 | 15.6 | 11.5 | 11.0 | 12.8 | 23.4 | 18.1 | 27.3 | 40.7 | 15.9 | 10.0 | 10.6 | 11.1 | 16.9 | 25.8 | 21.2 | NA |
Treynor Ratio | NA | 0.25 | 0.24 | 0.07 | 0.13 | 0.11 | NA | NA | 0.07 | 0.23 | -0.21 | 0.3 | 0.18 | 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 | 0.12 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | NA | NA | 0.98 | 0.97 | 0.97 | 0.95 | 1.0 | 0.99 | 0.99 | 1.0 | 0.93 | 1.0 | 0.89 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 | 0.99 | 1.0 | 0.98 | 1.01 | 0.99 | NA | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 0.97 | 0.99 | 0.98 | NA | NA | 0.82 | 0.97 | 0.99 | 0.9 | 1.0 | 1.0 | 0.99 | 0.93 | 0.93 | 0.98 | 0.78 | 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 | 4.3 | 6.4 | 7.7 | 7.6 | 11.6 | 7.4 | N/A | 4.7 | 2.1 | 15.0 | 7.8 | 4.4 | 6.3 | 7.5 | 3.2 | 2.4 | 1.8 | 1.7 | 2.0 | 1.7 | 1.3 | 1.8 | 1.6 | 2.8 | 1.9 | 1.9 | 8.5 | 1.1 | 0.7 | 0.7 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 75.0 | 37.0 | 108.1 | 364.6 | N/A | N/A | N/A | 75.0 | -84.0 | 105.1 | 125.7 | -37.5 | -5.1 | 156.5 | 31.4 | 45.8 | 33.3 | 0.0 | 20.0 | 50.0 | -16.7 | -25.0 | -42.9 | 64.7 | 6.2 | -77.8 | 800.0 | 33.3 | -14.3 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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