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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

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PBLAXCategory average

5 years

PBLAXCategory average

10 years

PBLAXCategory average

Alpha

-3.480.03

-0.220.04

1.210.01

BETA

1.170.01

1.090.01

1.080.01

Mean annual return

0.570.02

1.250.02

1.250.01

R-squared

92.110.89

90.890.87

90.420.87

Standard deviation

21.480.2

21.240.16

17.250.15

Sharpe ratio

0.180.01

0.610.01

0.780.01

Treynor ratio

1.340.21

10.410.21

11.950.15