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Principal Blue Chip Fund (PGBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.22+0.18 (+0.43%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.75%
5-year average return15.02%
Number of years up6
Number of years down1
Best 1-yr total return (6 May 2024)39.43%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return39.43%
Worst 3-yr total return5.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGBFXCategory
YTD5.22%12.38%
1-month-4.30%5.09%
3-month2.56%10.28%
1-year31.90%41.70%
3-year4.69%22.56%
5-year13.58%21.98%
10-year14.50%15.99%
Last bull market29.40%25.99%
Last bear market-20.34%-17.29%

Annual total return (%) history

Year
PGBFXCategory
2024
N/AN/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/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.96%N/AN/AN/A
20238.77%11.93%-2.62%17.61%
2022-12.83%-20.34%-5.91%5.70%
20211.77%14.67%1.17%5.70%
2020-13.40%27.58%10.76%9.82%
201917.56%7.04%0.79%9.05%
20183.27%5.79%7.60%-12.64%
20178.00%5.16%5.95%6.73%
20161.66%7.27%-0.68%N/A

Rank in category (by total return)

YTD68
1-month28
3-month76
1-year41
3-year54
5-year43

Load adjusted returns

1-year31.90%
3-year4.69%
5-year13.58%
10-year14.50%