PBCKX vs. MRFOX

Last updated Apr 1, 2026

Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and Marshfield Concentrated Opportunity Fund (MRFOX).

PBCKX is managed by Principal. It was launched on Jun 14, 2012. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.

Performance

PBCKX vs. MRFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Blue Chip Fund (PBCKX) and Marshfield Concentrated Opportunity Fund (MRFOX). The values are adjusted to include any dividend payments, if applicable.

PBCKX vs. MRFOX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PBCKX Principal Blue Chip Fund	-15.72%	9.20%	26.90%	40.58%	-30.74%	25.05%	34.77%	45.22%	2.83%	28.85%
MRFOX Marshfield Concentrated Opportunity Fund	-4.08%	10.05%	17.10%	17.68%	5.06%	17.71%	15.19%	36.26%	1.89%	25.92%

Returns By Period

In the year-to-date period, PBCKX achieves a -15.72% return, which is significantly lower than MRFOX's -4.08% return. Both investments have delivered pretty close results over the past 10 years, with PBCKX having a 14.77% annualized return and MRFOX not far ahead at 15.18%.

PBCKX

• 1D: 0.23%
• 1M: -8.65%
• YTD: -15.72%
• 6M: -17.23%
• 1Y: -3.74%
• 3Y*: 14.69%
• 5Y*: 6.91%
• 10Y*: 14.77%

MRFOX

• 1D: 0.67%
• 1M: -5.13%
• YTD: -4.08%
• 6M: -4.60%
• 1Y: 2.70%
• 3Y*: 12.36%
• 5Y*: 10.91%
• 10Y*: 15.18%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PBCKX vs. MRFOX - Expense Ratio Comparison

PBCKX has a 0.66% expense ratio, which is lower than MRFOX's 1.05% expense ratio.

MRFOX

Marshfield Concentrated Opportunity Fund

PBCKX

Principal Blue Chip Fund

Return for Risk

PBCKX vs. MRFOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBCKX

PBCKX Risk / Return Rank: 3
PBCKX Sharpe Ratio Rank: 3
PBCKX Sortino Ratio Rank: 3
PBCKX Omega Ratio Rank: 4
PBCKX Calmar Ratio Rank: 3
PBCKX Martin Ratio Rank: 2

MRFOX

MRFOX Risk / Return Rank: 12
MRFOX Sharpe Ratio Rank: 13
MRFOX Sortino Ratio Rank: 13
MRFOX Omega Ratio Rank: 11
MRFOX Calmar Ratio Rank: 12
MRFOX Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBCKX vs. MRFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.

	PBCKX	MRFOX	Difference
Sharpe ratio Return per unit of total volatility	-0.18	0.31	-0.49
Sortino ratio Return per unit of downside risk	-0.13	0.54	-0.67
Omega ratio Gain probability vs. loss probability	0.98	1.07	-0.08
Calmar ratio Return relative to maximum drawdown	-0.31	0.31	-0.62
Martin ratio Return relative to average drawdown	-1.05	0.80	-1.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PBCKX vs. MRFOX - Sharpe Ratio Comparison

The current PBCKX Sharpe Ratio is -0.18, which is lower than the MRFOX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of PBCKX and MRFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PBCKX	MRFOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.18	0.31	-0.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.34	0.91	-0.57
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	1.07	-0.33
Sharpe Ratio (All Time) Calculated using the full available price history	0.79	1.05	-0.26

Correlation

The correlation between PBCKX and MRFOX is 0.71, 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.

Dividends

PBCKX vs. MRFOX - Dividend Comparison

PBCKX's dividend yield for the trailing twelve months is around 23.66%, more than MRFOX's 1.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PBCKX Principal Blue Chip Fund	23.66%	19.94%	9.01%	0.51%	0.71%	6.67%	3.28%	8.90%	7.86%	2.79%	1.01%	2.40%
MRFOX Marshfield Concentrated Opportunity Fund	1.69%	1.62%	4.59%	0.46%	0.35%	6.78%	2.68%	1.39%	1.94%	2.06%	0.60%	0.00%

Drawdowns

PBCKX vs. MRFOX - Drawdown Comparison

The maximum PBCKX drawdown since its inception was -38.00%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for PBCKX and MRFOX.

Drawdown Indicators

	PBCKX	MRFOX	Difference
Max Drawdown Largest peak-to-trough decline	-38.00%	-29.10%	-8.90%
Max Drawdown (1Y) Largest decline over 1 year	-19.10%	-7.09%	-12.01%
Max Drawdown (5Y) Largest decline over 5 years	-38.00%	-12.98%	-25.02%
Max Drawdown (10Y) Largest decline over 10 years	-38.00%	-29.10%	-8.90%
Current Drawdown Current decline from peak	-18.92%	-6.40%	-12.52%
Average Drawdown Average peak-to-trough decline	-5.64%	-2.37%	-3.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.57%	2.75%	+2.82%

Volatility

PBCKX vs. MRFOX - Volatility Comparison

Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.28% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PBCKX	MRFOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.28%	2.74%	+2.54%
Volatility (6M) Calculated over the trailing 6-month period	11.31%	7.00%	+4.31%
Volatility (1Y) Calculated over the trailing 1-year period	19.33%	11.79%	+7.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.28%	12.04%	+8.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.13%	14.29%	+5.84%