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NZX 50
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(-0.38%)
NZD/USD
0.6119
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(+0.24%)
ALL ORDS
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+93.10
(+1.17%)
OIL
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GOLD
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Principal Blue Chip R6 (PGBHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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45.21
+0.11
(+0.24%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
14.34%
5-year average return
15.06%
Number of years up
5
Number of years down
1
Best 1-yr total return (2 Jul 2024)
39.96%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
39.96%
Worst 3-yr total return
5.43%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PGBHX
Category
YTD
12.97%
12.38%
1-month
3.76%
5.09%
3-month
2.64%
10.28%
1-year
29.59%
41.70%
3-year
5.50%
22.56%
5-year
15.34%
21.98%
10-year
15.15%
15.99%
Last bull market
29.60%
25.99%
Last bear market
-20.27%
-17.29%
Annual total return (%) history
Year
PGBHX
Category
2024
N/A
N/A
2023
39.96%
N/A
2022
-30.68%
N/A
2021
25.28%
N/A
2020
34.93%
35.86%
2019
38.87%
31.90%
2018
3.07%
-2.09%
2017
N/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.07%
2.64%
N/A
N/A
2023
8.88%
12.06%
-2.55%
17.71%
2022
-12.74%
-20.27%
-5.81%
5.80%
2021
1.86%
14.80%
1.25%
5.82%
2020
-13.29%
27.69%
10.86%
9.93%
2019
17.71%
7.10%
0.90%
9.16%
2018
3.36%
5.90%
7.69%
-12.55%
2017
5.21%
6.04%
6.83%
N/A
Rank in category (by total return)
YTD
78
1-month
76
3-month
75
1-year
56
3-year
67
5-year
50
Load adjusted returns
1-year
29.59%
3-year
5.50%
5-year
15.34%
10-year
15.15%
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