Canada markets open in 46 minutes

Principal Blue Chip Fund (PGBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
40.68+0.20 (+0.49%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.22%
5-Year Average Return13.58%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)39.43%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return39.43%
Worst 3-Yr Total Return5.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGBFXCategory
YTD9.96%12.38%
1-Month2.00%5.09%
3-Month9.96%10.28%
1-Year40.95%41.70%
3-Year9.10%22.56%
5-Year15.88%21.98%
10-Year15.02%15.99%
Last Bull Market41.97%25.99%
Last Bear Market-20.34%-17.29%

Annual Total Return (%) History

Year
PGBFXCategory
2024
N/AN/A
2023
39.43%N/A
2022
-30.93%N/A
2021
24.79%N/A
2020
34.39%35.86%
2019
38.31%31.90%
2018
2.69%-2.09%
2017
28.43%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.96%N/AN/AN/A
20238.77%11.93%-2.62%17.61%
2022-12.83%-20.34%-5.91%5.70%
20211.77%14.67%1.17%5.70%
2020-13.40%27.58%10.76%9.82%
201917.56%7.04%0.79%9.05%
20183.27%5.79%7.60%-12.64%
20178.00%5.16%5.95%6.73%
20161.66%7.27%-0.68%N/A

Rank In Category (By Total Return)

YTD73
1-Month53
3-Month73
1-Year30
3-Year51
5-Year37

Load Adjusted Returns

1-Year40.95%
3-Year9.10%
5-Year15.88%
10-Year15.02%