PBCKX
Principal Blue Chip-Inst
$44.92
-0.16 (-0.35%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 11495.522M |
| 52 Week High | 45.23 |
| 52 Week Low | 32.59 |
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Key Data
| Symbol | PBCKX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 44.92 |
| Price Yesterday | 45.08 |
| Market Cap | 11,495.52 |
| YTD Return | 14.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 45.23 |
|---|---|
| 52 Week Low | 32.59 |
| Market Cap | 11,495.52M |
| Shares Outstanding | 255.91M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -59.22% |
|---|---|
| Five Days | 81.99% |
| One Months | 60.79% |
| Three Months | 17.88% |
| Six Months | 33.87% |
| Nine Months | 45.43% |
| One Year | 32.66% |
| Three Years | 4.87% |
| Five Years | 15.02% |
| Ten Years | 15.21% |
| YTD | 29.35% |
| Since Inception | 16.33% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | 1.19% |
| One Month | 3.84% |
| Three Months | 4.13% |
| Six Months | 15.42% |
| Nine Months | 32.00% |
| One Year | 32.62% |
| Three Years | 15.26% |
| Five Years | 100.96% |
| Ten Years | 310.68% |
| YTD | 14.18% |
| Since Inception | 516.10% |
Yearly Returns
| 2024 | 14.18% |
|---|---|
| 2023 | 39.85% |
| 2022 | -30.74% |
| 2021 | 25.14% |
| 2020 | 34.78% |
| 2019 | 38.79% |
| 2018 | 2.96% |
| 2017 | 28.86% |
| 2016 | 8.87% |
| 2015 | 5.38% |
Risk against SP-DA
| Alpha | 2.11% |
|---|---|
| Beta | 1.08 |
| Correlation | 91.38% |
| Downside Deviation | 3.12% |
| Coefficient of determination | 83.51% |
| Standard Deviation | 3.80% |
| Sharpe Ratio | 0.3 |
| Sortino | 1.27 |
| Treynor | 25.29 |
| Ulcer Index | 2.51 |
| Ulcer Performance Index | 1.57 |