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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
PBCKXCategory average
5 years
PBCKXCategory average
10 years
PBCKXCategory average
Alpha
-3.70.03
-0.980.04
1.420.01
BETA
1.160.01
1.10.01
1.070.01
Mean annual return
0.680.02
1.410.02
1.290.01
R-squared
91.860.89
90.90.87
90.270.87
Standard deviation
21.540.2
21.090.16
17.260.15
Sharpe ratio
0.230.01
0.690.01
0.80.01
Treynor ratio
2.430.21
12.20.21
12.410.15