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Principal Blue Chip J (PBCJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.03+0.07 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.04%
5-year average return15.31%
Number of years up5
Number of years down1
Best 1-yr total return (24 June 2024)39.66%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return39.66%
Worst 3-yr total return5.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBCJXCategory
YTD8.78%12.38%
1-month3.32%5.09%
3-month0.88%10.28%
1-year33.83%41.70%
3-year5.97%22.56%
5-year15.54%21.98%
10-year14.69%15.99%
Last bull market29.50%25.99%
Last bear market-20.31%-17.29%

Annual total return (%) history

Year
PBCJXCategory
2024
N/AN/A
2023
39.66%N/A
2022
-30.82%N/A
2021
24.99%N/A
2020
34.59%35.86%
2019
38.38%31.90%
2018
2.73%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%N/AN/AN/A
20238.82%11.99%-2.62%17.67%
2022-12.79%-20.31%-5.88%5.76%
20211.79%14.74%1.21%5.75%
2020-13.40%27.65%10.80%9.88%
201917.64%7.01%0.75%9.10%
20183.26%5.82%7.62%-12.64%
20176.77%N/AN/AN/A

Rank in category (by total return)

YTD77
1-month83
3-month73
1-year34
3-year63
5-year51

Load adjusted returns

1-year32.83%
3-year5.97%
5-year15.54%
10-year14.69%