PBLCX
Principal Blue Chip-C
$36.67
0.29 (0.80%)
Currency in USD / Last Updated: 4/22/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10453.553M |
52 Week High | 38.61 |
52 Week Low | 27.08 |
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Key Data
Symbol | PBLCX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 36.67 |
Price Yesterday | 36.38 |
Market Cap | 10,453.55 |
YTD Return | 4.80% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0168 |
Overview
52 Week High | 38.61 |
---|---|
52 Week Low | 27.08 |
Market Cap | 10,453.55M |
Shares Outstanding | 285.07M |
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 | 640.97% |
---|---|
Five Days | -44.46% |
One Months | -45.72% |
Three Months | 11.83% |
Six Months | 52.61% |
Nine Months | 23.64% |
One Year | 32.18% |
Three Years | 4.50% |
Five Years | 13.26% |
Ten Years | 13.51% |
YTD | 16.61% |
Since Inception | 13.77% |
Returns Total
One Day | 0.80% |
---|---|
Five Days | -1.16% |
One Month | -4.73% |
Three Months | 2.83% |
Six Months | 23.30% |
Nine Months | 17.23% |
One Year | 32.00% |
Three Years | 14.07% |
Five Years | 86.14% |
Ten Years | 254.16% |
YTD | 4.80% |
Since Inception | 289.15% |
Yearly Returns
2024 | 4.80% |
---|---|
2023 | 38.41% |
2022 | -31.42% |
2021 | 23.90% |
2020 | 33.45% |
2019 | 37.33% |
2018 | 1.86% |
2017 | 27.30% |
2016 | 7.44% |
2015 | 3.98% |
Risk against SP-DA
Alpha | 6.43% |
---|---|
Beta | 1.14 |
Correlation | 96.39% |
Downside Deviation | 3.24% |
Coefficient of determination | 92.91% |
Standard Deviation | 4.05% |
Sharpe Ratio | 0.64 |
Sortino | 2.76 |
Treynor | 23.48 |
Ulcer Index | 2.47 |
Ulcer Performance Index | 3.63 |