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PLFPX: LARGECAP S&P 500 INDEX FUND R-5 (MUTUAL FUND)
Basic Info 29.39 0.03(0.10%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/21/2000 |
| 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 06/26/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 1.8 | 10.9 | 12.8 | 11.7 | 9.9 | 11.7 | 8.7 | 9.0 | 21.4 | 22.5 | -19.5 | 13.6 | 11.5 | 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 | 0.06 | 0.23 | 0.47 | 0.47 | 0.43 | NA | NA | 0.3 | 1.17 | 1.35 | -0.86 | 0.73 | 0.35 | 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 | 18.8 | 20.0 | 20.0 | 32.0 | 33.8 | NA | NA | 55.4 | 8.5 | 10.0 | 24.7 | 14.0 | 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 | 27.1 | 19.6 | 18.3 | 19.1 | 18.5 | NA | NA | 19.4 | 12.7 | 13.6 | 24.4 | 18.6 | 31.8 | 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 | 0.02 | 0.04 | 0.09 | 0.09 | 0.09 | NA | NA | 0.06 | 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 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | 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 | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.9 | NA | NA | 0.95 | 0.98 | 1.01 | 0.98 | 1.06 | 0.73 | 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 | 0.99 | 0.99 | 0.9 | 0.83 | NA | NA | 0.77 | 0.98 | 0.96 | 0.98 | 0.61 | 0.63 | 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 | 0.0 | 0.8 | 1.1 | 3.2 | 4.8 | 3.8 | N/A | 0.0 | 1.4 | 1.0 | 0.9 | 1.6 | 4.5 | 6.3 | 7.5 | 3.2 | 2.3 | 1.8 | 1.8 | 2.0 | 1.7 | 1.2 | 1.9 | 1.5 | 2.8 | 2.0 | 1.8 | 8.4 | 1.1 | 0.7 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -58.0 | -73.0 | 178.6 | N/A | N/A | N/A | -100.0 | 9.0 | 28.3 | -41.2 | -53.8 | -37.2 | -5.1 | 156.0 | 34.4 | 45.3 | 27.6 | 3.4 | 19.3 | 51.5 | -20.8 | -19.9 | -43.9 | 57.1 | 17.2 | -78.9 | 853.3 | 19.0 | -10.0 | 366.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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See LARGE BLEND Asset Class Trend Rankings |
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