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Principal Blue Chip Fund (PBLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.24+0.47 (+1.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.99%
5-year average return14.15%
Number of years up9
Number of years down1
Best 1-yr total return (2 May 2024)39.43%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.43%
Worst 3-yr total return5.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBLAXCategory
YTD5.21%12.38%
1-month-4.29%5.09%
3-month2.55%10.28%
1-year31.87%41.70%
3-year4.69%22.56%
5-year13.60%21.98%
10-year14.36%15.99%
Last bull market29.37%25.99%
Last bear market-20.37%-17.29%

Annual total return (%) history

Year
PBLAXCategory
2024
N/AN/A
2023
39.43%N/A
2022
-30.93%N/A
2021
24.82%N/A
2020
34.50%35.86%
2019
38.29%31.90%
2018
2.66%-2.09%
2017
28.31%27.67%
2016
8.23%3.23%
2015
4.79%3.60%
2014
9.96%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.92%N/AN/AN/A
20238.76%11.95%-2.67%17.65%
2022-12.82%-20.37%-5.88%5.71%
20211.75%14.72%1.15%5.71%
2020-13.38%27.66%10.76%9.82%
201917.60%7.01%0.76%9.07%
20183.25%5.83%7.56%-12.65%
20177.93%5.14%5.94%6.73%
20160.13%1.60%7.13%-0.70%
20152.70%0.96%-4.58%5.90%
20140.92%4.55%-1.14%5.42%
20139.85%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month28
3-month76
1-year41
3-year54
5-year42

Load adjusted returns

1-year24.61%
3-year2.73%
5-year12.32%
10-year13.72%