PBCKX
Principal Blue Chip-Inst
$41.89
0.00 (0.00%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10591.3M |
52 Week High | 43.5 |
52 Week Low | 30.23 |
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Key Data
Symbol | PBCKX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 41.89 |
Price Yesterday | 41.89 |
Market Cap | 10,591.30 |
YTD Return | 6.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 43.50 |
---|---|
52 Week Low | 30.23 |
Market Cap | 10,591.30M |
Shares Outstanding | 252.84M |
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 | 0.00% |
---|---|
Five Days | -58.17% |
One Months | -11.29% |
Three Months | 30.97% |
Six Months | 46.91% |
Nine Months | 27.23% |
One Year | 35.70% |
Three Years | 5.56% |
Five Years | 14.87% |
Ten Years | 15.01% |
YTD | 23.87% |
Since Inception | 15.97% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.71% |
One Month | -1.04% |
Three Months | 6.97% |
Six Months | 21.00% |
Nine Months | 19.89% |
One Year | 35.65% |
Three Years | 17.57% |
Five Years | 99.61% |
Ten Years | 303.33% |
YTD | 6.48% |
Since Inception | 474.54% |
Yearly Returns
2024 | 6.48% |
---|---|
2023 | 39.85% |
2022 | -30.74% |
2021 | 25.14% |
2020 | 34.78% |
2019 | 38.79% |
2018 | 2.96% |
2017 | 28.86% |
2016 | 8.87% |
2015 | 5.38% |
Risk against SP-DA
Alpha | 10.62% |
---|---|
Beta | 1.12 |
Correlation | 95.42% |
Downside Deviation | 3.10% |
Coefficient of determination | 91.05% |
Standard Deviation | 4.01% |
Sharpe Ratio | 0.92 |
Sortino | 4.13 |
Treynor | 26.96 |
Ulcer Index | 2.35 |
Ulcer Performance Index | 5.44 |