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Australia markets open in 7 hours 33 minutes
ALL ORDS
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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
14.00%
5-year average return
14.41%
Number of years up
6
Number of years down
1
Best 1-yr total return (2 July 2024)
39.18%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
39.18%
Worst 3-yr total return
4.83%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PGBEX
Category
YTD
12.63%
12.38%
1-month
3.71%
5.09%
3-month
2.49%
10.28%
1-year
28.86%
41.70%
3-year
4.90%
22.56%
5-year
14.68%
21.98%
10-year
14.57%
15.99%
Last bull market
29.31%
25.99%
Last bear market
-20.38%
-17.29%
Annual total return (%) history
Year
PGBEX
Category
2024
N/A
N/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/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.88%
2.49%
N/A
N/A
2023
8.73%
11.88%
-2.68%
17.57%
2022
-12.86%
-20.38%
-5.94%
5.65%
2021
1.70%
14.65%
1.10%
5.65%
2020
-13.43%
27.53%
10.73%
9.76%
2019
17.50%
7.00%
0.76%
8.99%
2018
3.24%
5.72%
7.54%
-12.66%
2017
7.89%
5.11%
5.91%
6.65%
2016
1.59%
7.21%
-0.70%
N/A
Rank in category (by total return)
YTD
79
1-month
78
3-month
76
1-year
59
3-year
71
5-year
59
Load adjusted returns
1-year
28.86%
3-year
4.90%
5-year
14.68%
10-year
14.57%
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