PBCKX vs. TBCIX

In the year-to-date period, PBCKX achieves a 18.40% return, which is significantly lower than TBCIX's 28.06% return.

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PBCKX has a 0.66% expense ratio, which is higher than TBCIX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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 1.29, which is comparable to the TBCIX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of PBCKX and TBCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PBCKX nor TBCIX has paid dividends to shareholders.

The maximum PBCKX drawdown since its inception was -41.86%, smaller than the maximum TBCIX drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for PBCKX and TBCIX. For additional features, visit the drawdowns tool.

The current volatility for Principal Blue Chip Fund (PBCKX) is 6.89%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 10.42%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.