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Australia markets closed
ALL ORDS
8,070.10
-9.10
(-0.11%)
ASX 200
7,822.30
-9.50
(-0.12%)
AUD/USD
0.6742
+0.0014
(+0.20%)
OIL
83.88
0.00
(0.00%)
GOLD
2,382.10
+12.70
(+0.54%)
Bitcoin AUD
82,528.33
-1,768.84
(-2.10%)
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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
14.19%
5-year average return
14.77%
Number of years up
6
Number of years down
1
Best 1-yr total return (2 July 2024)
39.59%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
39.59%
Worst 3-yr total return
5.15%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PGBGX
Category
YTD
12.81%
12.38%
1-month
3.74%
5.09%
3-month
2.57%
10.28%
1-year
29.26%
41.70%
3-year
5.23%
22.56%
5-year
15.03%
21.98%
10-year
14.92%
15.99%
Last bull market
29.45%
25.99%
Last bear market
-20.31%
-17.29%
Annual total return (%) history
Year
PGBGX
Category
2024
N/A
N/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/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.98%
2.57%
N/A
N/A
2023
8.79%
11.98%
-2.62%
17.67%
2022
-12.82%
-20.31%
-5.89%
5.77%
2021
1.79%
14.71%
1.19%
5.75%
2020
-13.40%
27.65%
10.80%
9.85%
2019
17.60%
7.06%
0.83%
9.12%
2018
3.32%
5.82%
7.63%
-12.61%
2017
8.00%
5.21%
5.94%
6.78%
2016
1.66%
7.33%
-0.64%
N/A
Rank in category (by total return)
YTD
78
1-month
77
3-month
76
1-year
57
3-year
69
5-year
55
Load adjusted returns
1-year
29.26%
3-year
5.23%
5-year
15.03%
10-year
14.92%
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