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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.17%
5-Year Average Return14.58%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (May 2, 2024)39.96%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return39.96%
Worst 3-Yr Total Return5.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGBHXCategory
YTD5.36%12.38%
1-Month-4.27%5.09%
3-Month2.64%10.28%
1-Year32.38%41.70%
3-Year5.09%22.56%
5-Year14.02%21.98%
10-Year14.86%15.99%
Last Bull Market29.60%25.99%
Last Bear Market-20.27%-17.29%

Annual Total Return (%) History

Year
PGBHXCategory
2024
N/AN/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/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.07%N/AN/AN/A
20238.88%12.06%-2.55%17.71%
2022-12.74%-20.27%-5.81%5.80%
20211.86%14.80%1.25%5.82%
2020-13.29%27.69%10.86%9.93%
201917.71%7.10%0.90%9.16%
20183.36%5.90%7.69%-12.55%
20175.21%6.04%6.83%N/A

Rank In Category (By Total Return)

YTD67
1-Month27
3-Month75
1-Year38
3-Year49
5-Year35

Load Adjusted Returns

1-Year32.38%
3-Year5.09%
5-Year14.02%
10-Year14.86%