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Principal Blue Chip Institutional (PBCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.96+0.12 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.84%
5-year average return15.00%
Number of years up10
Number of years down1
Best 1-yr total return (30 Jun 2024)39.85%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return39.85%
Worst 3-yr total return5.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBCKXCategory
YTD8.80%12.38%
1-month3.31%5.09%
3-month0.90%10.28%
1-year33.96%41.70%
3-year6.09%22.56%
5-year15.70%21.98%
10-year14.87%15.99%
Last bull market29.54%25.99%
Last bear market-20.30%-17.29%

Annual total return (%) history

Year
PBCKXCategory
2024
N/AN/A
2023
39.85%N/A
2022
-30.74%N/A
2021
25.14%N/A
2020
34.78%35.86%
2019
38.79%31.90%
2018
2.96%-2.09%
2017
28.86%27.67%
2016
8.87%3.23%
2015
5.37%3.60%
2014
10.77%10.00%
2013
29.32%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.02%2.61%N/AN/A
20238.85%12.02%-2.57%17.71%
2022-12.77%-20.30%-5.84%5.79%
20211.84%14.76%1.23%5.78%
2020-13.35%27.70%10.81%9.92%
201917.68%7.11%0.86%9.16%
20183.36%5.85%7.65%-12.57%
20178.06%5.26%6.04%6.83%
20160.26%1.72%7.39%-0.59%
20152.83%1.09%-4.36%6.00%
20141.13%4.68%-0.93%5.63%
201310.19%2.23%4.44%9.92%
20125.52%1.63%N/AN/A

Rank in category (by total return)

YTD77
1-month83
3-month73
1-year33
3-year62
5-year49

Load adjusted returns

1-year33.96%
3-year6.09%
5-year15.70%
10-year14.87%