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Principal Blue Chip R5 (PGBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.87-0.32 (-0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.63%
5-year average return15.35%
Number of years up6
Number of years down1
Best 1-yr total return (26 Jun 2024)39.59%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return39.59%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGBGXCategory
YTD8.74%12.38%
1-month3.32%5.09%
3-month0.88%10.28%
1-year33.74%41.70%
3-year5.93%22.56%
5-year15.52%21.98%
10-year14.71%15.99%
Last bull market29.45%25.99%
Last bear market-20.31%-17.29%

Annual total return (%) history

Year
PGBGXCategory
2024
N/AN/A
2023
39.59%N/A
2022
-30.85%N/A
2021
24.95%N/A
2020
34.55%35.86%
2019
38.53%31.90%
2018
2.83%-2.09%
2017
28.54%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.98%N/AN/AN/A
20238.79%11.98%-2.62%17.67%
2022-12.82%-20.31%-5.89%5.77%
20211.79%14.71%1.19%5.75%
2020-13.40%27.65%10.80%9.85%
201917.60%7.06%0.83%9.12%
20183.32%5.82%7.63%-12.61%
20178.00%5.21%5.94%6.78%
20161.66%7.33%-0.64%N/A

Rank in category (by total return)

YTD77
1-month83
3-month73
1-year34
3-year63
5-year51

Load adjusted returns

1-year33.74%
3-year5.93%
5-year15.52%
10-year14.71%