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Principal Blue Chip Institutional (PBCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.08-0.15 (-0.33%)
At close: 05:54PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up10
Number of years down1
Best 1-yr total return (2 Jul 2024)39.85%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PBCKXCategory average
5 years
PBCKXCategory average
10 years
PBCKXCategory average
Alpha
-4.80.03
-0.730.04
1.450.01
BETA
1.150.01
1.110.01
1.070.01
Mean annual return
0.630.02
1.370.02
1.30.01
R-squared
92.650.89
90.970.87
90.290.87
Standard deviation
21.40.2
21.020.16
17.280.15
Sharpe ratio
0.20.01
0.670.01
0.810.01
Treynor ratio
1.710.21
11.650.21
12.570.15