PBLAX
Principal Blue Chip-A
$43.54
-0.16 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 11493.515M |
| 52 Week High | 43.85 |
| 52 Week Low | 31.65 |
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Key Data
| Symbol | PBLAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 43.54 |
| Price Yesterday | 43.7 |
| Market Cap | 11,493.52 |
| YTD Return | 14.01% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 43.85 |
|---|---|
| 52 Week Low | 31.65 |
| Market Cap | 11,493.52M |
| Shares Outstanding | 263.98M |
| 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 | -60.36% |
|---|---|
| Five Days | 81.20% |
| One Months | 60.35% |
| Three Months | 17.48% |
| Six Months | 33.46% |
| Nine Months | 45.04% |
| One Year | 32.30% |
| Three Years | 4.57% |
| Five Years | 14.71% |
| Ten Years | 14.78% |
| YTD | 28.97% |
| Since Inception | 15.20% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 1.19% |
| One Month | 3.81% |
| Three Months | 4.04% |
| Six Months | 15.25% |
| Nine Months | 31.74% |
| One Year | 32.26% |
| Three Years | 14.25% |
| Five Years | 98.29% |
| Ten Years | 295.57% |
| YTD | 14.01% |
| Since Inception | 357.16% |
Yearly Returns
| 2024 | 14.01% |
|---|---|
| 2023 | 39.43% |
| 2022 | -30.93% |
| 2021 | 24.82% |
| 2020 | 34.50% |
| 2019 | 38.30% |
| 2018 | 2.66% |
| 2017 | 28.30% |
| 2016 | 8.23% |
| 2015 | 4.78% |
Risk against SP-DA
| Alpha | 1.73% |
|---|---|
| Beta | 1.08 |
| Correlation | 91.33% |
| Downside Deviation | 3.13% |
| Coefficient of determination | 83.42% |
| Standard Deviation | 3.80% |
| Sharpe Ratio | 0.27 |
| Sortino | 1.14 |
| Treynor | 24.94 |
| Ulcer Index | 2.52 |
| Ulcer Performance Index | 1.42 |