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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

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PGBEXCategory average

5 years

PGBEXCategory average

10 years

PGBEXCategory average

Alpha

-5.260.03

-1.20.04

10.01

BETA

1.150.01

1.110.01

1.070.01

Mean annual return

0.590.02

1.330.02

1.260.01

R-squared

92.650.89

90.980.87

90.340.87

Standard deviation

21.390.2

210.16

17.260.15

Sharpe ratio

0.170.01

0.650.01

0.790.01

Treynor ratio

1.280.21

11.170.21

12.10.15