PBCKX vs. FZROX
Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and Fidelity ZERO Total Market Index Fund (FZROX).
PBCKX is managed by Principal. It was launched on Jun 14, 2012. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBCKX or FZROX.
Key characteristics
| PBCKX | FZROX | |
|---|---|---|
| YTD Return | 23.97% | 26.77% |
| 1Y Return | 35.28% | 38.88% |
| 3Y Return (Ann) | 2.79% | 9.17% |
| 5Y Return (Ann) | 13.01% | 15.56% |
| Sharpe Ratio | 2.80 | 3.22 |
| Sortino Ratio | 3.66 | 4.27 |
| Omega Ratio | 1.50 | 1.60 |
| Calmar Ratio | 1.85 | 4.78 |
| Martin Ratio | 20.88 | 20.95 |
| Ulcer Index | 1.80% | 1.96% |
| Daily Std Dev | 13.41% | 12.67% |
| Max Drawdown | -41.86% | -34.96% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PBCKX and FZROX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PBCKX vs. FZROX - Performance Comparison
In the year-to-date period, PBCKX achieves a 23.97% return, which is significantly lower than FZROX's 26.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PBCKX vs. FZROX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
PBCKX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
Dividends
PBCKX vs. FZROX - Dividend Comparison
PBCKX has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.02% | 0.46% | 0.43% | 0.58% | 0.28% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PBCKX vs. FZROX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -41.86%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for PBCKX and FZROX. For additional features, visit the drawdowns tool.
Volatility
PBCKX vs. FZROX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 4.53% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.02%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.