PBCKX vs. VWUSX
Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
PBCKX is managed by Principal. It was launched on Jun 14, 2012. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBCKX or VWUSX.
Key characteristics
| PBCKX | VWUSX | |
|---|---|---|
| YTD Return | 24.17% | 31.94% |
| 1Y Return | 35.81% | 45.10% |
| 3Y Return (Ann) | 2.85% | 2.92% |
| 5Y Return (Ann) | 12.94% | 16.99% |
| 10Y Return (Ann) | 12.44% | 14.88% |
| Sharpe Ratio | 2.65 | 2.45 |
| Sortino Ratio | 3.48 | 3.15 |
| Omega Ratio | 1.47 | 1.44 |
| Calmar Ratio | 1.74 | 1.76 |
| Martin Ratio | 19.67 | 14.30 |
| Ulcer Index | 1.80% | 3.17% |
| Daily Std Dev | 13.38% | 18.51% |
| Max Drawdown | -41.86% | -71.26% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PBCKX and VWUSX is 0.91, 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.
Performance
PBCKX vs. VWUSX - Performance Comparison
In the year-to-date period, PBCKX achieves a 24.17% return, which is significantly lower than VWUSX's 31.94% return. Over the past 10 years, PBCKX has underperformed VWUSX with an annualized return of 12.44%, while VWUSX has yielded a comparatively higher 14.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PBCKX vs. VWUSX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is higher than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
PBCKX vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.
Dividends
PBCKX vs. VWUSX - Dividend Comparison
PBCKX has not paid dividends to shareholders, while VWUSX's dividend yield for the trailing twelve months is around 0.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.02% | 0.46% | 0.43% | 0.58% | 0.28% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Drawdowns
PBCKX vs. VWUSX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -41.86%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for PBCKX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
PBCKX vs. VWUSX - Volatility Comparison
The current volatility for Principal Blue Chip Fund (PBCKX) is 4.53%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.24%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.