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Principal Blue Chip Fund (PGBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.41+0.12 (+0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.19%
5-year average return14.77%
Number of years up6
Number of years down1
Best 1-yr total return (2 July 2024)39.59%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return39.59%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGBGXCategory
YTD12.81%12.38%
1-month3.74%5.09%
3-month2.57%10.28%
1-year29.26%41.70%
3-year5.23%22.56%
5-year15.03%21.98%
10-year14.92%15.99%
Last bull market29.45%25.99%
Last bear market-20.31%-17.29%

Annual total return (%) history

Year
PGBGXCategory
2024
N/AN/A
2023
39.59%N/A
2022
-30.85%N/A
2021
24.95%N/A
2020
34.55%35.86%
2019
38.53%31.90%
2018
2.83%-2.09%
2017
28.54%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.98%2.57%N/AN/A
20238.79%11.98%-2.62%17.67%
2022-12.82%-20.31%-5.89%5.77%
20211.79%14.71%1.19%5.75%
2020-13.40%27.65%10.80%9.85%
201917.60%7.06%0.83%9.12%
20183.32%5.82%7.63%-12.61%
20178.00%5.21%5.94%6.78%
20161.66%7.33%-0.64%N/A

Rank in category (by total return)

YTD78
1-month77
3-month76
1-year57
3-year69
5-year55

Load adjusted returns

1-year29.26%
3-year5.23%
5-year15.03%
10-year14.92%