- Issuer
- Principal
- Inception Date
- Jul 12, 2023
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $222M
Share Price Chart
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Performance
BCHP Performance Chart
Principal Focused Blue Chip ETF (BCHP) is down 4.1% since the beginning of the year. BCHP is currently trading at $36 per share.
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Returns By Period
Principal Focused Blue Chip ETF (BCHP) has returned -4.08% so far this year and 2.55% over the past 12 months.
Principal Focused Blue Chip ETF
- 1D
- -2.07%
- 1M
- -3.85%
- YTD
- -4.08%
- 6M
- -4.11%
- 1Y
- 2.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BCHP Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2023, BCHP's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +13.2%, while the worst month was Feb 2026 at -6.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BCHP closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +9.8%, while the worst single day was Apr 4, 2025 at -5.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.76% | -6.30% | -5.16% | 13.22% | 3.44% | -6.19% | -4.08% | ||||||
| 2025 | 4.89% | -4.36% | -5.52% | 2.33% | 6.45% | 4.31% | 4.46% | -1.67% | 0.04% | 1.47% | -0.50% | -1.37% | 10.20% |
| 2024 | 2.74% | 4.38% | 2.32% | -3.31% | 2.21% | 4.11% | -0.08% | 0.87% | 1.95% | -1.22% | 6.43% | -1.15% | 20.55% |
| 2023 | 1.64% | 1.03% | -5.43% | 0.29% | 11.90% | 3.82% | 13.14% |
Benchmark Metrics
Principal Focused Blue Chip ETF has an annualized alpha of -5.10%, beta of 1.03, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since July 13, 2023.
- This ETF participated in 112.75% of S&P 500 Index downside but only 85.90% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -5.10% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.03 and R2 of 0.83, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -5.10%
- Beta
- 1.03
- R²
- 0.83
- Upside Capture
- 85.90%
- Downside Capture
- 112.75%
Expense Ratio
BCHP has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BCHP ranks 10 for risk / return — in the bottom 10% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Principal Focused Blue Chip ETF (BCHP) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCHP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.37 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 2.78 | -2.64 |
| Martin ratioReturn relative to average drawdown | 0.45 | 12.44 | -11.99 |
Dividends
Dividend History
Principal Focused Blue Chip ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.35 | $0.05 |
Dividend yield | 0.00% | 0.00% | 1.02% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal Focused Blue Chip ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2023 | $0.05 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal Focused Blue Chip ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal Focused Blue Chip ETF was 18.56%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current Principal Focused Blue Chip ETF drawdown is 6.82%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -18.56%Apr 2025 | 2mo 14d | 1mo 29d | 4mo 13dJan 2025 - Jun 2025 |
2026 correction2026 | -18.12%Mar 2026 | 4mo 29d | — | 7mo 27dOct 2025 - now |
2023 pullback2023 | -8.61%Oct 2023 | 1mo 11d | 15d | 1mo 26dSep 2023 - Nov 2023 |
2024 pullback2024 | -8.20%Aug 2024 | 28d | 1mo 13d | 2mo 11dJul 2024 - Sep 2024 |
2025 pullback2025 | -5.50%Jan 2025 | 1mo 2d | 10d | 1mo 12dDec 2024 - Jan 2025 |
Drawdown Indicators
| BCHP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.56% | -56.78% | +38.22% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -9.10% | -9.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -6.82% | -1.80% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -3.00% | -10.71% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.74% | 2.03% | +3.71% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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