PBCKX vs. PMOAX
PBCKX (Principal Blue Chip Fund) and PMOAX (Principal Opportunistic Municipal Fund) are both mutual funds - PBCKX is a Large Cap Growth Equities fund managed by Principal, while PMOAX is a High Yield Muni fund managed by Principal. Over the past 10 years, PBCKX returned 16.15%/yr vs 2.21%/yr for PMOAX. Their -0.01 correlation means they have often moved in opposite directions in the past. PBCKX charges 0.66%/yr vs 0.84%/yr for PMOAX.
Performance
PBCKX vs. PMOAX - Performance Comparison
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Returns By Period
Over the past 10 years, PBCKX has outperformed PMOAX with an annualized return of 16.15%, while PMOAX has yielded a comparatively lower 2.21% 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%
PMOAX
- 1D
- -0.11%
- 1M
- -1.98%
- 6M
- 0.58%
- YTD
- 1.39%
- 1Y
- 6.93%
- 3Y*
- 3.92%
- 5Y*
- -0.65%
- 10Y*
- 2.21%
- ALL TIME*
- 3.42%
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. PMOAX - 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% |
PMOAX Principal Opportunistic Municipal Fund | 1.39% | 2.91% | 4.40% | 6.76% | -16.56% | 6.38% | 4.40% | 10.55% | 1.34% | 10.14% |
Correlation
The correlation between PBCKX and PMOAX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012 | -0.01 |
The correlation between PBCKX and PMOAX shifts across timeframes, from -0.01 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PBCKX vs. PMOAX — Risk / Return Rank
PBCKX
PMOAX
PBCKX vs. PMOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Principal Opportunistic Municipal Fund (PMOAX). 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 | PMOAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.53 | ||
| Sortino ratioReturn per unit of downside risk | -3.94 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.57 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.55 | -2.71 |
| Martin ratioReturn relative to average drawdown | -0.42 | 9.30 | -9.72 |
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Drawdowns
PBCKX vs. PMOAX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than PMOAX's maximum drawdown of -21.33%. Use the drawdown chart below to compare losses from any high point for PBCKX and PMOAX.
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Drawdown Indicators
| PBCKX | PMOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -21.33% | -16.67% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -2.91% | -16.19% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -6.41% | -12.69% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -21.33% | -16.67% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -21.33% | -16.67% |
Current DrawdownCurrent decline from peak | -3.80% | -3.19% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.76% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 0.80% | +6.07% |
Volatility
PBCKX vs. PMOAX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to Principal Opportunistic Municipal Fund (PMOAX) at 0.89%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than PMOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | PMOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 0.89% | +4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 2.45% | +11.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 3.24% | +13.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 4.78% | +15.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 5.05% | +15.19% |
PBCKX vs. PMOAX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than PMOAX's 0.84% expense ratio.
Dividends
PBCKX vs. PMOAX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than PMOAX's 4.14% 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% |
PMOAX Principal Opportunistic Municipal Fund | 4.14% | 4.59% | 4.32% | 3.42% | 3.36% | 3.09% | 3.28% | 3.48% | 3.89% | 3.62% | 3.57% | 3.73% |
Frequently Asked Questions
PBCKX and PMOAX have a correlation of 0.19, 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 PMOAX (0.89%). In terms of maximum drawdown, PBCKX dropped -38.00% vs PMOAX's -21.33%.
PMOAX currently has the higher Sharpe Ratio (2.35 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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