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Principal Blue Chip Fund (PGBHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.25-0.45 (-1.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.46%
5-year average return14.64%
Number of years up5
Number of years down1
Best 1-yr total return (17 Apr 2024)39.96%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return39.96%
Worst 3-yr total return5.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGBHXCategory
YTD10.07%12.38%
1-month2.04%5.09%
3-month10.07%10.28%
1-year41.48%41.70%
3-year9.51%22.56%
5-year16.32%21.98%
10-year15.38%15.99%
Last bull market42.45%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)

YTD72
1-month51
3-month72
1-year27
3-year45
5-year31

Load adjusted returns

1-year41.48%
3-year9.51%
5-year16.32%
10-year15.38%