PGBHX
Principal Blue Chip-R6
$45.18
-0.16 (-0.35%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 11495.373M |
| 52 Week High | 45.5 |
| 52 Week Low | 32.76 |
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Key Data
| Symbol | PGBHX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 45.18 |
| Price Yesterday | 45.34 |
| Market Cap | 11,495.37 |
| YTD Return | 14.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 45.50 |
|---|---|
| 52 Week Low | 32.76 |
| Market Cap | 11,495.37M |
| Shares Outstanding | 254.44M |
| Income Dividend Yield | 0.03% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.03% |
Returns Annualized
| One Day | -59.01% |
|---|---|
| Five Days | 83.42% |
| One Months | 60.81% |
| Three Months | 17.99% |
| Six Months | 33.97% |
| Nine Months | 45.58% |
| One Year | 32.80% |
| Three Years | 4.97% |
| Five Years | 15.14% |
| Ten Years | -999 |
| YTD | 29.53% |
| Since Inception | 17.76% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | 1.21% |
| One Month | 3.84% |
| Three Months | 4.15% |
| Six Months | 15.46% |
| Nine Months | 32.11% |
| One Year | 32.77% |
| Three Years | 15.57% |
| Five Years | 101.98% |
| Ten Years | -999 |
| YTD | 14.26% |
| Since Inception | 240.01% |
Yearly Returns
| 2024 | 14.26% |
|---|---|
| 2023 | 39.96% |
| 2022 | -30.68% |
| 2021 | 25.28% |
| 2020 | 34.93% |
| 2019 | 38.87% |
| 2018 | 3.07% |
| 2017 | 26.76% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 2.18% |
|---|---|
| Beta | 1.08 |
| Correlation | 91.45% |
| Downside Deviation | 3.11% |
| Coefficient of determination | 83.63% |
| Standard Deviation | 3.81% |
| Sharpe Ratio | 0.31 |
| Sortino | 1.31 |
| Treynor | 25.35 |
| Ulcer Index | 2.51 |
| Ulcer Performance Index | 1.63 |