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MARKETS LIVE BLOG
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Principal Blue Chip Fund (PGBFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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42.44
+0.05
(+0.12%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
10.19%
5-Year Average Return
15.19%
Number of Years Up
6
Number of Years Down
1
Best 1 Yr Total Return (May 8, 2024)
39.43%
Worst 1 Yr Total Return (May 8, 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
5.22%
12.38%
1-Month
-4.30%
5.09%
3-Month
2.56%
10.28%
1-Year
31.90%
41.70%
3-Year
4.69%
22.56%
5-Year
13.58%
21.98%
10-Year
14.50%
15.99%
Last Bull Market
29.40%
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
68
1-Month
28
3-Month
76
1-Year
41
3-Year
54
5-Year
43
Load Adjusted Returns
1-Year
31.90%
3-Year
4.69%
5-Year
13.58%
10-Year
14.50%
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