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Principal Blue Chip Fund (PGBHX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.27
+0.50
(+1.17%)
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
8.17%
5-Year Average Return
14.58%
Number of Years Up
5
Number of Years Down
1
Best 1 Yr Total Return (May 2, 2024)
39.96%
Worst 1 Yr Total Return (May 2, 2024)
N/A
Best 3-Yr Total Return
39.96%
Worst 3-Yr Total Return
5.43%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PGBHX
Category
YTD
5.36%
12.38%
1-Month
-4.27%
5.09%
3-Month
2.64%
10.28%
1-Year
32.38%
41.70%
3-Year
5.09%
22.56%
5-Year
14.02%
21.98%
10-Year
14.86%
15.99%
Last Bull Market
29.60%
25.99%
Last Bear Market
-20.27%
-17.29%
Annual Total Return (%) History
Year
PGBHX
Category
2024
N/A
N/A
2023
39.96%
N/A
2022
-30.68%
N/A
2021
25.28%
N/A
2020
34.93%
35.86%
2019
38.87%
31.90%
2018
3.07%
-2.09%
2017
N/A
27.67%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.07%
N/A
N/A
N/A
2023
8.88%
12.06%
-2.55%
17.71%
2022
-12.74%
-20.27%
-5.81%
5.80%
2021
1.86%
14.80%
1.25%
5.82%
2020
-13.29%
27.69%
10.86%
9.93%
2019
17.71%
7.10%
0.90%
9.16%
2018
3.36%
5.90%
7.69%
-12.55%
2017
5.21%
6.04%
6.83%
N/A
Rank In Category (By Total Return)
YTD
67
1-Month
27
3-Month
75
1-Year
38
3-Year
49
5-Year
35
Load Adjusted Returns
1-Year
32.38%
3-Year
5.09%
5-Year
14.02%
10-Year
14.86%
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