PBCKX vs. AQEIX
PBCKX (Principal Blue Chip Fund) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, PBCKX returned 16.15%/yr vs 10.62%/yr for AQEIX. Their correlation of 0.88 means they have usually moved in the same direction. PBCKX charges 0.66%/yr vs 1.00%/yr for AQEIX.
Performance
PBCKX vs. AQEIX - Performance Comparison
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Returns By Period
Over the past 10 years, PBCKX has outperformed AQEIX with an annualized return of 16.15%, while AQEIX has yielded a comparatively lower 10.62% annualized return.
PBCKX
- 1D
- 2.53%
- 1M
- 2.40%
- 6M
- 1.76%
- YTD
- 0.00%
- 1Y
- -0.60%
- 3Y*
- 15.87%
- 5Y*
- 6.94%
- 10Y*
- 16.15%
- ALL TIME*
- 15.71%
AQEIX
- 1D
- -0.05%
- 1M
- 0.94%
- 6M
- 0.89%
- YTD
- 2.77%
- 1Y
- 4.84%
- 3Y*
- 8.22%
- 5Y*
- 4.47%
- 10Y*
- 10.62%
- ALL TIME*
- 7.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PBCKX vs. AQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
AQEIX LKCM Aquinas Catholic Equity Fund | 2.77% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 30.51% | -8.03% | 20.80% |
Correlation
The correlation between PBCKX and AQEIX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012 | 0.88 |
The correlation between PBCKX and AQEIX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
PBCKX vs. AQEIX — Risk / Return Rank
PBCKX
AQEIX
PBCKX vs. AQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and LKCM Aquinas Catholic Equity Fund (AQEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| PBCKX | AQEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.06 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.47 | -0.62 |
| Martin ratioReturn relative to average drawdown | -0.42 | 1.50 | -1.92 |
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Drawdowns
PBCKX vs. AQEIX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, smaller than the maximum AQEIX drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for PBCKX and AQEIX.
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Drawdown Indicators
| PBCKX | AQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -54.20% | +16.20% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -7.02% | -12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -19.25% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -24.51% | -13.49% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -33.65% | -4.35% |
Current DrawdownCurrent decline from peak | -3.80% | -0.87% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -8.67% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 2.19% | +4.68% |
Volatility
PBCKX vs. AQEIX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 2.93%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | AQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 2.93% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 8.35% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 11.52% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 16.57% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 18.04% | +2.20% |
PBCKX vs. AQEIX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than AQEIX's 1.00% expense ratio.
Dividends
PBCKX vs. AQEIX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than AQEIX's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 5.82% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
PBCKX Principal Blue Chip Fund | 19.94% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
Frequently Asked Questions
PBCKX and AQEIX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.29%) compared to AQEIX (2.93%). In terms of maximum drawdown, PBCKX dropped -38.00% vs AQEIX's -54.20%.
AQEIX currently has the higher Sharpe Ratio (0.29 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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