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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
13.04%
5-year average return
15.31%
Number of years up
5
Number of years down
1
Best 1-yr total return (24 June 2024)
39.66%
Worst 1-yr total return (24 June 2024)
N/A
Best 3-yr total return
39.66%
Worst 3-yr total return
5.19%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PBCJX
Category
YTD
8.78%
12.38%
1-month
3.32%
5.09%
3-month
0.88%
10.28%
1-year
33.83%
41.70%
3-year
5.97%
22.56%
5-year
15.54%
21.98%
10-year
14.69%
15.99%
Last bull market
29.50%
25.99%
Last bear market
-20.31%
-17.29%
Annual total return (%) history
Year
PBCJX
Category
2024
N/A
N/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/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.01%
N/A
N/A
N/A
2023
8.82%
11.99%
-2.62%
17.67%
2022
-12.79%
-20.31%
-5.88%
5.76%
2021
1.79%
14.74%
1.21%
5.75%
2020
-13.40%
27.65%
10.80%
9.88%
2019
17.64%
7.01%
0.75%
9.10%
2018
3.26%
5.82%
7.62%
-12.64%
2017
6.77%
N/A
N/A
N/A
Rank in category (by total return)
YTD
77
1-month
83
3-month
73
1-year
34
3-year
63
5-year
51
Load adjusted returns
1-year
32.83%
3-year
5.97%
5-year
15.54%
10-year
14.69%
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