PBCKX vs. ONERX

Last updated Aug 4, 2026

PBCKX (Principal Blue Chip Fund) and ONERX (One Rock Fund) are both Large Cap Growth Equities funds. Over the past 5 years, PBCKX returned 6.94%/yr vs 26.21%/yr for ONERX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. PBCKX charges 0.66%/yr vs 1.75%/yr for ONERX.

Performance

PBCKX vs. ONERX - Performance Comparison

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

Returns By Period

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%

ONERX

• 1D: 0.33%
• 1M: -13.54%
• 6M: 23.75%
• YTD: 29.13%
• 1Y: 52.84%
• 3Y*: 35.84%
• 5Y*: 26.21%
• 10Y*: —
• ALL TIME*: 35.62%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ONERX One Rock Fund	$0.00	$0.00	$0.00
PBCKX Principal Blue Chip Fund	$0.00	$0.00	$0.00

PBCKX vs. ONERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
PBCKX Principal Blue Chip Fund	0.00%	9.20%	26.90%	40.58%	-30.74%	25.05%	62.03%
ONERX One Rock Fund	29.13%	49.37%	21.76%	72.41%	-42.06%	45.70%	104.46%

Correlation

The correlation between PBCKX and ONERX is 0.52, 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.	0.52
Correlation (3Y) Balances recent behavior with more history.	0.64
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (All Time) Calculated using the full available price history since Mar 13, 2020	0.73

Over the past year, the correlation between PBCKX and ONERX has dropped to 0.52 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

Return for Risk

PBCKX vs. ONERX — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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: 3
PBCKX Calmar Ratio Rank: 3
PBCKX Martin Ratio Rank: 3

ONERX

ONERX Risk / Return Rank: 31
ONERX Sharpe Ratio Rank: 28
ONERX Sortino Ratio Rank: 27
ONERX Omega Ratio Rank: 29
ONERX Calmar Ratio Rank: 31
ONERX Martin Ratio Rank: 39

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PBCKX vs. ONERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and One Rock Fund (ONERX). 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	ONERX	Difference
Sharpe ratio: Return per unit of total volatility	-0.18	1.01	-1.18
Sortino ratio: Return per unit of downside risk	-0.13	1.48	-1.61
Omega ratio: Gain probability vs. loss probability	0.98	1.19	-0.21
Calmar ratio: Return relative to maximum drawdown	-0.15	1.47	-1.62
Martin ratio: Return relative to average drawdown	-0.42	6.02	-6.44

PBCKX vs. ONERX - Sharpe Ratio Comparison

The current PBCKX Sharpe Ratio is -0.18, which is lower than the ONERX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of PBCKX and ONERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PBCKX vs. ONERX - Drawdown Comparison

The maximum PBCKX drawdown since its inception was -38.00%, smaller than the maximum ONERX drawdown of -47.44%. Use the drawdown chart below to compare losses from any high point for PBCKX and ONERX.

Drawdown Indicators

	PBCKX	ONERX	Difference
Max Drawdown Largest peak-to-trough decline	-38.00%	-47.44%	+9.44%
Max Drawdown (1Y) Largest decline over 1 year	-19.10%	-31.29%	+12.19%
Max Drawdown (3Y) Largest decline over 3 years	-19.10%	-47.44%	+28.34%
Max Drawdown (5Y) Largest decline over 5 years	-38.00%	-47.44%	+9.44%
Max Drawdown (10Y) Largest decline over 10 years	-38.00%	—	—
Current Drawdown Current decline from peak	-3.80%	-23.79%	+19.99%
Average Drawdown Average peak-to-trough decline	-5.66%	-13.74%	+8.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.87%	7.64%	-0.77%

Volatility

PBCKX vs. ONERX - Volatility Comparison

The current volatility for Principal Blue Chip Fund (PBCKX) is 5.29%, while One Rock Fund (ONERX) has a volatility of 20.27%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than ONERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PBCKX	ONERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.29%	20.27%	-14.98%
Volatility (6M) Calculated over the trailing 6-month period	13.56%	38.67%	-25.11%
Volatility (1Y) Calculated over the trailing 1-year period	16.52%	45.81%	-29.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.54%	40.79%	-20.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.24%	39.19%	-18.95%

PBCKX vs. ONERX - Expense Ratio Comparison

PBCKX has a 0.66% expense ratio, which is lower than ONERX's 1.75% expense ratio.

Dividends

PBCKX vs. ONERX - Dividend Comparison

PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than ONERX's 18.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ONERX One Rock Fund	18.68%	24.12%	0.00%	0.00%	10.57%	28.88%	18.66%	0.00%	0.00%	0.00%	0.00%	0.00%
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

Can I hold both PBCKX and ONERX in my portfolio?

PBCKX and ONERX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PBCKX or ONERX?

ONERX has higher volatility (20.27%) compared to PBCKX (5.29%). In terms of maximum drawdown, PBCKX dropped -38.00% vs ONERX's -47.44%.

Which has better risk-adjusted returns?

ONERX currently has the higher Sharpe Ratio (1.01 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.