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Principal Blue Chip Fund (PGBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.52+0.27 (+0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.00%
5-year average return14.41%
Number of years up6
Number of years down1
Best 1-yr total return (2 July 2024)39.18%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return39.18%
Worst 3-yr total return4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGBEXCategory
YTD12.63%12.38%
1-month3.71%5.09%
3-month2.49%10.28%
1-year28.86%41.70%
3-year4.90%22.56%
5-year14.68%21.98%
10-year14.57%15.99%
Last bull market29.31%25.99%
Last bear market-20.38%-17.29%

Annual total return (%) history

Year
PGBEXCategory
2024
N/AN/A
2023
39.18%N/A
2022
-31.05%N/A
2021
24.54%N/A
2020
34.17%35.86%
2019
38.07%31.90%
2018
2.51%-2.09%
2017
28.09%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.88%2.49%N/AN/A
20238.73%11.88%-2.68%17.57%
2022-12.86%-20.38%-5.94%5.65%
20211.70%14.65%1.10%5.65%
2020-13.43%27.53%10.73%9.76%
201917.50%7.00%0.76%8.99%
20183.24%5.72%7.54%-12.66%
20177.89%5.11%5.91%6.65%
20161.59%7.21%-0.70%N/A

Rank in category (by total return)

YTD79
1-month78
3-month76
1-year59
3-year71
5-year59

Load adjusted returns

1-year28.86%
3-year4.90%
5-year14.68%
10-year14.57%