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Principal Blue Chip Fund (PBCKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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42.53+0.49 (+1.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.11%
5-Year Average Return14.47%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (May 2, 2024)39.85%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return39.85%
Worst 3-Yr Total Return5.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPBCKXCategory
YTD5.31%12.38%
1-Month-4.27%5.09%
3-Month2.63%10.28%
1-Year32.28%41.70%
3-Year4.98%22.56%
5-Year13.91%21.98%
10-Year14.80%15.99%
Last Bull Market29.54%25.99%
Last Bear Market-20.30%-17.29%

Annual Total Return (%) History

Year
PBCKXCategory
2024
N/AN/A
2023
39.85%N/A
2022
-30.74%N/A
2021
25.14%N/A
2020
34.78%35.86%
2019
38.79%31.90%
2018
2.96%-2.09%
2017
28.86%27.67%
2016
8.87%3.23%
2015
5.37%3.60%
2014
10.77%10.00%
2013
29.32%33.92%
2012
N/A15.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.02%N/AN/AN/A
20238.85%12.02%-2.57%17.71%
2022-12.77%-20.30%-5.84%5.79%
20211.84%14.76%1.23%5.78%
2020-13.35%27.70%10.81%9.92%
201917.68%7.11%0.86%9.16%
20183.36%5.85%7.65%-12.57%
20178.06%5.26%6.04%6.83%
20160.26%1.72%7.39%-0.59%
20152.83%1.09%-4.36%6.00%
20141.13%4.68%-0.93%5.63%
201310.19%2.23%4.44%9.92%
20125.52%1.63%N/AN/A

Rank In Category (By Total Return)

YTD67
1-Month27
3-Month75
1-Year38
3-Year50
5-Year37

Load Adjusted Returns

1-Year32.28%
3-Year4.98%
5-Year13.91%
10-Year14.80%