PBLCX
Principal Blue Chip-C
$39.75
-0.15 (-0.38%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 11492.401M |
| 52 Week High | 40.03 |
| 52 Week Low | 29.04 |
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Key Data
| Symbol | PBLCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 39.75 |
| Price Yesterday | 39.9 |
| Market Cap | 11,492.40 |
| YTD Return | 13.60% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0168 |
Overview
| 52 Week High | 40.03 |
|---|---|
| 52 Week Low | 29.04 |
| Market Cap | 11,492.40M |
| Shares Outstanding | 289.12M |
| 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 | -61.33% |
|---|---|
| Five Days | 79.90% |
| One Months | 59.26% |
| Three Months | 16.69% |
| Six Months | 32.54% |
| Nine Months | 44.03% |
| One Year | 31.31% |
| Three Years | 3.81% |
| Five Years | 13.87% |
| Ten Years | 13.92% |
| YTD | 28.08% |
| Since Inception | 14.34% |
Returns Total
| One Day | -0.38% |
|---|---|
| Five Days | 1.17% |
| One Month | 3.76% |
| Three Months | 3.87% |
| Six Months | 14.85% |
| Nine Months | 31.06% |
| One Year | 31.27% |
| Three Years | 11.82% |
| Five Years | 91.12% |
| Ten Years | 266.93% |
| YTD | 13.60% |
| Since Inception | 321.88% |
Yearly Returns
| 2024 | 13.60% |
|---|---|
| 2023 | 38.41% |
| 2022 | -31.42% |
| 2021 | 23.90% |
| 2020 | 33.45% |
| 2019 | 37.33% |
| 2018 | 1.86% |
| 2017 | 27.30% |
| 2016 | 7.44% |
| 2015 | 3.98% |
Risk against SP-DA
| Alpha | 0.75% |
|---|---|
| Beta | 1.08 |
| Correlation | 91.20% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 83.17% |
| Standard Deviation | 3.81% |
| Sharpe Ratio | 0.2 |
| Sortino | 0.82 |
| Treynor | 24.03 |
| Ulcer Index | 2.55 |
| Ulcer Performance Index | 1.02 |