PBLAX
Principal Blue Chip-A
$41.94
0.17 (0.41%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Growth |
---|---|
Market Cap | 11123.033M |
52 Week High | 42.2 |
52 Week Low | 28.72 |
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Key Data
Symbol | PBLAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 41.94 |
Price Yesterday | 41.77 |
Market Cap | 11,123.03 |
YTD Return | 9.82% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0096 |
Overview
52 Week High | 42.20 |
---|---|
52 Week Low | 28.72 |
Market Cap | 11,123.03M |
Shares Outstanding | 265.21M |
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 | 178.58% |
---|---|
Five Days | -4.70% |
One Months | 36.40% |
Three Months | 45.61% |
Six Months | 68.65% |
Nine Months | 39.45% |
One Year | 45.73% |
Three Years | 9.18% |
Five Years | 16.17% |
Ten Years | 15.07% |
YTD | 48.26% |
Since Inception | 15.22% |
Returns Total
One Day | 0.41% |
---|---|
Five Days | -0.10% |
One Month | 2.62% |
Three Months | 9.68% |
Six Months | 29.56% |
Nine Months | 28.30% |
One Year | 45.68% |
Three Years | 30.07% |
Five Years | 111.34% |
Ten Years | 305.92% |
YTD | 9.82% |
Since Inception | 340.36% |
Yearly Returns
2024 | 9.82% |
---|---|
2023 | 39.43% |
2022 | -30.93% |
2021 | 24.82% |
2020 | 34.50% |
2019 | 38.30% |
2018 | 2.66% |
2017 | 28.30% |
2016 | 8.23% |
2015 | 4.78% |
Risk against SP-DA
Alpha | 7.79% |
---|---|
Beta | 1.13 |
Correlation | 95.60% |
Downside Deviation | 3.29% |
Coefficient of determination | 91.40% |
Standard Deviation | 3.98% |
Sharpe Ratio | 0.84 |
Sortino | 3.54 |
Treynor | 35.7 |
Ulcer Index | 2.3 |
Ulcer Performance Index | 5.05 |