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MARKETS LIVE BLOG
STOCK FUTURES CLIMB AS RATE-HIKE FEARS FADE, WITH APPLE ON DECK
Wall Street bracing for drop in revenue, potentially hefty pullback in iPhone sales in China
Principal Blue Chip Fund (PGBFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.68
+0.20
(+0.49%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
5.22%
5-Year Average Return
13.58%
Number of Years Up
6
Number of Years Down
1
Best 1 Yr Total Return (Apr 29, 2024)
39.43%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Best 3-Yr Total Return
39.43%
Worst 3-Yr Total Return
5.02%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PGBFX
Category
YTD
9.96%
12.38%
1-Month
2.00%
5.09%
3-Month
9.96%
10.28%
1-Year
40.95%
41.70%
3-Year
9.10%
22.56%
5-Year
15.88%
21.98%
10-Year
15.02%
15.99%
Last Bull Market
41.97%
25.99%
Last Bear Market
-20.34%
-17.29%
Annual Total Return (%) History
Year
PGBFX
Category
2024
N/A
N/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/A
3.23%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.96%
N/A
N/A
N/A
2023
8.77%
11.93%
-2.62%
17.61%
2022
-12.83%
-20.34%
-5.91%
5.70%
2021
1.77%
14.67%
1.17%
5.70%
2020
-13.40%
27.58%
10.76%
9.82%
2019
17.56%
7.04%
0.79%
9.05%
2018
3.27%
5.79%
7.60%
-12.64%
2017
8.00%
5.16%
5.95%
6.73%
2016
1.66%
7.27%
-0.68%
N/A
Rank In Category (By Total Return)
YTD
73
1-Month
53
3-Month
73
1-Year
30
3-Year
51
5-Year
37
Load Adjusted Returns
1-Year
40.95%
3-Year
9.10%
5-Year
15.88%
10-Year
15.02%
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