PBCKX vs. PBMPX
PBCKX (Principal Blue Chip Fund) and PBMPX (Principal Core Plus Bond Fund) are both mutual funds - PBCKX is a Large Cap Growth Equities fund managed by Principal, while PBMPX is a Intermediate Core-Plus Bond fund managed by Principal. Over the past 10 years, PBCKX returned 16.15%/yr vs 1.38%/yr for PBMPX. Their 0.03 correlation means their historical movements had little consistent relationship. PBCKX charges 0.66%/yr vs 0.78%/yr for PBMPX.
Performance
PBCKX vs. PBMPX - Performance Comparison
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Returns By Period
Over the past 10 years, PBCKX has outperformed PBMPX with an annualized return of 16.15%, while PBMPX has yielded a comparatively lower 1.38% annualized return.
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%
PBMPX
- 1D
- -0.23%
- 1M
- -1.39%
- 6M
- -1.17%
- YTD
- -0.92%
- 1Y
- 1.55%
- 3Y*
- 3.62%
- 5Y*
- -0.96%
- 10Y*
- 1.38%
- ALL TIME*
- 2.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PBCKX vs. PBMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
PBMPX Principal Core Plus Bond Fund | -0.92% | 7.15% | 0.71% | 5.23% | -14.62% | -0.84% | 9.33% | 9.64% | -1.93% | 4.66% |
Correlation
The correlation between PBCKX and PBMPX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012 | 0.03 |
Over the past year, PBCKX and PBMPX have become more correlated (0.39) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
PBCKX vs. PBMPX — Risk / Return Rank
PBCKX
PBMPX
PBCKX vs. PBMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Principal Core Plus Bond Fund (PBMPX). 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 | PBMPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.11 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.74 | -0.90 |
| Martin ratioReturn relative to average drawdown | -0.42 | 2.02 | -2.44 |
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Drawdowns
PBCKX vs. PBMPX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than PBMPX's maximum drawdown of -19.69%. Use the drawdown chart below to compare losses from any high point for PBCKX and PBMPX.
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Drawdown Indicators
| PBCKX | PBMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -19.69% | -18.31% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -3.16% | -15.94% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -5.72% | -13.38% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -19.48% | -18.52% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -19.48% | -18.52% |
Current DrawdownCurrent decline from peak | -3.80% | -4.94% | +1.14% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -3.46% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 1.16% | +5.71% |
Volatility
PBCKX vs. PBMPX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to Principal Core Plus Bond Fund (PBMPX) at 1.01%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than PBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | PBMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 1.01% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 3.22% | +10.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 4.01% | +12.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 5.90% | +14.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 4.83% | +15.41% |
PBCKX vs. PBMPX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than PBMPX's 0.78% expense ratio.
Dividends
PBCKX vs. PBMPX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than PBMPX's 4.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PBMPX Principal Core Plus Bond Fund | 4.35% | 4.42% | 4.10% | 3.04% | 2.06% | 3.12% | 7.16% | 3.44% | 3.36% | 2.78% | 2.30% | 2.21% |
Frequently Asked Questions
PBCKX and PBMPX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.29%) compared to PBMPX (1.01%). In terms of maximum drawdown, PBCKX dropped -38.00% vs PBMPX's -19.69%.
PBMPX currently has the higher Sharpe Ratio (0.59 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.
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