PBCKX vs. CHAIX
PBCKX (Principal Blue Chip Fund) and CHAIX (Chase Growth Fund Institutional Class) are both Large Cap Growth Equities funds. Over the past 10 years, PBCKX returned 16.15%/yr vs 17.51%/yr for CHAIX. Their correlation of 0.85 means they have usually moved in the same direction. PBCKX charges 0.66%/yr vs 1.00%/yr for CHAIX.
Performance
PBCKX vs. CHAIX - Performance Comparison
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Returns By Period
Over the past 10 years, PBCKX has underperformed CHAIX with an annualized return of 16.15%, while CHAIX has yielded a comparatively higher 17.51% 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%
CHAIX
- 1D
- -0.33%
- 1M
- -1.06%
- 6M
- 17.29%
- YTD
- 22.03%
- 1Y
- 36.99%
- 3Y*
- 30.14%
- 5Y*
- 16.71%
- 10Y*
- 17.51%
- ALL TIME*
- 11.71%
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. CHAIX - 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% |
CHAIX Chase Growth Fund Institutional Class | 22.03% | 20.67% | 38.77% | 26.00% | -20.32% | 22.36% | 18.41% | 41.69% | -3.87% | 24.73% |
Correlation
The correlation between PBCKX and CHAIX is 0.61, 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. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012 | 0.85 |
Over the past year, the correlation between PBCKX and CHAIX has dropped to 0.61 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
PBCKX vs. CHAIX — Risk / Return Rank
PBCKX
CHAIX
PBCKX vs. CHAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Chase Growth Fund Institutional Class (CHAIX). 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 | CHAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.31 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 3.55 | -3.70 |
| Martin ratioReturn relative to average drawdown | -0.42 | 13.86 | -14.28 |
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Drawdowns
PBCKX vs. CHAIX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, smaller than the maximum CHAIX drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for PBCKX and CHAIX.
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Drawdown Indicators
| PBCKX | CHAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -50.61% | +12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -9.86% | -9.24% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -23.40% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -24.58% | -13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -30.36% | -7.64% |
Current DrawdownCurrent decline from peak | -3.80% | -4.07% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -10.33% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 2.52% | +4.35% |
Volatility
PBCKX vs. CHAIX - Volatility Comparison
The current volatility for Principal Blue Chip Fund (PBCKX) is 5.29%, while Chase Growth Fund Institutional Class (CHAIX) has a volatility of 6.30%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than CHAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | CHAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 6.30% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 15.33% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 19.28% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 18.88% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 19.18% | +1.06% |
PBCKX vs. CHAIX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than CHAIX's 1.00% expense ratio.
Dividends
PBCKX vs. CHAIX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than CHAIX's 6.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAIX Chase Growth Fund Institutional Class | 6.72% | 8.20% | 18.32% | 5.36% | 5.09% | 18.78% | 7.39% | 21.65% | 12.33% | 11.44% | 8.83% | 9.93% |
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 CHAIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAIX has higher volatility (6.30%) compared to PBCKX (5.29%). In terms of maximum drawdown, PBCKX dropped -38.00% vs CHAIX's -50.61%.
CHAIX currently has the higher Sharpe Ratio (1.82 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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