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PLPIX: LARGECAP S&P 500 INDEX FUND R-1 (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 3.37% |
| Expenses | 0.52% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/11/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 31.3 | 8.8 | 14.3 | 12.0 | 12.9 | 9.9 | 25.2 | 25.2 | -19.1 | 27.4 | 17.2 | 30.1 | -5.3 | 20.5 | 10.8 | 0.4 | 12.9 | 30.4 | 14.8 | 1.0 | 14.8 | 25.2 | -37.7 | 4.4 | 14.7 | 3.3 | 0.3 |
| Sharpe Ratio | NA | 2.01 | 0.27 | 0.56 | 0.59 | NA | 0.42 | 1.69 | 1.62 | -0.85 | 2.15 | 0.49 | 2.31 | -0.39 | 2.96 | 0.81 | 0.02 | 1.13 | 2.75 | 1.17 | 0.04 | 0.82 | 0.92 | -0.94 | 0.09 | 1.14 | 0.11 | 2.06 |
| Draw Down(%) | NA | 8.5 | 25.1 | 33.8 | 33.8 | NA | 55.8 | 8.5 | 10.2 | 25.1 | 5.2 | 33.8 | 6.7 | 19.6 | 2.7 | 10.3 | 12.1 | 7.4 | 5.6 | 9.7 | 19.0 | 15.1 | 27.1 | 48.2 | 10.0 | 7.6 | 7.1 | 0.3 |
| Standard Deviation(%) | NA | 12.3 | 17.7 | 21.3 | 17.9 | NA | 19.2 | 12.6 | 13.1 | 24.3 | 12.8 | 34.6 | 12.4 | 17.1 | 6.8 | 13.0 | 15.6 | 11.4 | 11.0 | 12.8 | 23.4 | 17.9 | 27.3 | 40.9 | 15.9 | 10.1 | 10.2 | 5.6 |
| Treynor Ratio | NA | 0.25 | 0.05 | 0.12 | 0.11 | NA | 0.08 | 0.22 | 0.22 | -0.21 | 0.32 | 0.17 | 0.29 | -0.07 | 0.2 | 0.11 | 0.0 | 0.15 | 0.31 | 0.15 | 0.01 | 0.15 | 0.26 | -0.39 | 0.01 | 0.12 | 0.01 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 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 |
| Beta | NA | 0.99 | 0.98 | 0.98 | 0.98 | NA | 0.98 | 0.99 | 0.97 | 0.98 | 0.87 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.89 | 0.99 | 0.97 | 0.98 | 0.98 | 0.97 | 1.0 | 1.0 | 0.98 | 0.99 | 0.9 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.98 | NA | 0.98 | 0.99 | 0.97 | 0.99 | 0.82 | 1.0 | 1.0 | 0.99 | 0.97 | 1.0 | 0.99 | 0.81 | 0.99 | 0.97 | 0.98 | 1.0 | 0.94 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 3.4 | 5.4 | 6.4 | 6.2 | 8.2 | N/A | 0.0 | 4.0 | 1.6 | 14.6 | 7.3 | 3.6 | 5.7 | 6.9 | 2.6 | 1.8 | 1.2 | 1.0 | 1.3 | 1.0 | 1.5 | 1.4 | 1.0 | 2.1 | 1.3 | 0.7 | 1.4 |
| Dividend Growth(%) | N/A | 96.5 | 40.9 | 121.3 | N/A | N/A | N/A | -100.0 | 96.5 | -87.3 | 112.7 | 157.6 | -43.6 | -6.0 | 195.8 | 39.4 | 72.7 | 48.5 | -10.6 | 24.2 | -25.4 | 35.6 | -6.2 | -55.1 | 86.1 | 88.5 | -51.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2006
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See LARGE BLEND Asset Class Trend Rankings |
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