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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
PGBGXCategory average
5 years
PGBGXCategory average
10 years
PGBGXCategory average
Alpha
-3.850.03
-1.140.04
1.280.01
BETA
1.160.01
1.10.01
1.070.01
Mean annual return
0.670.02
1.390.02
1.270.01
R-squared
91.840.89
90.90.87
90.280.87
Standard deviation
21.540.2
21.090.16
17.250.15
Sharpe ratio
0.220.01
0.690.01
0.80.01
Treynor ratio
2.290.21
12.030.21
12.260.15