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Principal Blue Chip Fund (PGBHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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42.02

-0.30

(-0.71%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up5

Number of Years Down1

Best 1 Yr Total Return (Apr 24, 2024)39.96%

Worst 1 Yr Total Return (Apr 24, 2024)N/A

Risk Statistics

3 Years

PGBHXCategory Average

5 Years

PGBHXCategory Average

10 Years

PGBHXCategory Average

Alpha

-2.750.03

0.340.04

1.570.01

BETA

1.180.01

1.10.01

1.070.01

Mean Annual Return

0.950.02

1.450.02

1.320.01

R-squared

920.89

90.750.87

90.270.87

Standard Deviation

21.740.2

21.170.16

17.160.15

Sharpe Ratio

0.390.01

0.720.01

0.840.01

Treynor Ratio

5.530.21

12.910.21

12.940.15