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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.

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PGBGXCategory average

5 years

PGBGXCategory average

10 years

PGBGXCategory average

Alpha

-4.950.03

-0.890.04

1.310.01

BETA

1.150.01

1.110.01

1.070.01

Mean annual return

0.610.02

1.360.02

1.290.01

R-squared

92.630.89

90.970.87

90.30.87

Standard deviation

21.40.2

21.020.16

17.270.15

Sharpe ratio

0.190.01

0.670.01

0.80.01

Treynor ratio

1.560.21

11.480.21

12.420.15