PGBHX
Principal Blue Chip-R6
$42.02
-0.30 (-0.71%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10566.097M |
52 Week High | 43.74 |
52 Week Low | 30.371 |
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Key Data
Symbol | PGBHX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 42.02 |
Price Yesterday | 42.32 |
Market Cap | 10,566.10 |
YTD Return | 6.27% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0057 |
Overview
52 Week High | 43.74 |
---|---|
52 Week Low | 30.37 |
Market Cap | 10,566.10M |
Shares Outstanding | 251.45M |
Income Dividend Yield | 0.03% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.03% |
Returns Annualized
One Day | -83.38% |
---|---|
Five Days | 47.06% |
One Months | -30.41% |
Three Months | 10.56% |
Six Months | 61.07% |
Nine Months | 25.52% |
One Year | 38.40% |
Three Years | 5.57% |
Five Years | 14.43% |
Ten Years | -999 |
YTD | 21.14% |
Since Inception | 17.12% |
Returns Total
One Day | -0.71% |
---|---|
Five Days | 0.77% |
One Month | -3.11% |
Three Months | 2.54% |
Six Months | 26.64% |
Nine Months | 18.67% |
One Year | 38.36% |
Three Years | 17.63% |
Five Years | 95.98% |
Ten Years | -999 |
YTD | 6.27% |
Since Inception | 216.23% |
Yearly Returns
2024 | 6.27% |
---|---|
2023 | 39.96% |
2022 | -30.68% |
2021 | 25.28% |
2020 | 34.93% |
2019 | 38.87% |
2018 | 3.07% |
2017 | 26.76% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | 9.72% |
---|---|
Beta | 1.13 |
Correlation | 95.92% |
Downside Deviation | 3.15% |
Coefficient of determination | 92.00% |
Standard Deviation | 4.01% |
Sharpe Ratio | 0.9 |
Sortino | 3.95 |
Treynor | 29.17 |
Ulcer Index | 2.44 |
Ulcer Performance Index | 5.1 |