PBCKX vs. MEGBX

In the year-to-date period, PBCKX achieves a 3.91% return, which is significantly lower than MEGBX's 4.43% return. Over the past 10 years, PBCKX has outperformed MEGBX with an annualized return of 11.81%, while MEGBX has yielded a comparatively lower 8.22% annualized return.

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PBCKX has a 0.66% expense ratio, which is lower than MEGBX's 1.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and MFS Growth Fund (MEGBX). 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 0.96, which is higher than the MEGBX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of PBCKX and MEGBX, 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%, while MEGBX has not paid dividends to shareholders.

The maximum PBCKX drawdown since its inception was -41.86%, smaller than the maximum MEGBX drawdown of -72.59%. Use the drawdown chart below to compare losses from any high point for PBCKX and MEGBX. For additional features, visit the drawdowns tool.

The current volatility for Principal Blue Chip Fund (PBCKX) is 3.07%, while MFS Growth Fund (MEGBX) has a volatility of 5.13%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than MEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.