PBCKX vs. FZROX

In the year-to-date period, PBCKX achieves a 3.93% return, which is significantly higher than FZROX's 0.25% return.

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PBCKX has a 0.66% expense ratio, which is higher than FZROX's 0.00% expense ratio.

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.

The current PBCKX Sharpe Ratio is 0.50, which is comparable to the FZROX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of PBCKX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PBCKX's dividend yield for the trailing twelve months is around 0.02%, less than FZROX's 1.16% yield.

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.

Principal Blue Chip Fund (PBCKX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 6.21% and 6.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.