PBMPX vs. PBCKX
PBMPX (Principal Core Plus Bond Fund) and PBCKX (Principal Blue Chip Fund) are both mutual funds - PBMPX is a Intermediate Core-Plus Bond fund managed by Principal, while PBCKX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PBMPX returned 1.39%/yr vs 15.76%/yr for PBCKX. Their 0.03 correlation means their historical movements had little consistent relationship. PBMPX charges 0.78%/yr vs 0.66%/yr for PBCKX.
Performance
PBMPX vs. PBCKX - Performance Comparison
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Returns By Period
In the year-to-date period, PBMPX achieves a -0.69% return, which is significantly higher than PBCKX's -2.47% return. Over the past 10 years, PBMPX has underperformed PBCKX with an annualized return of 1.39%, while PBCKX has yielded a comparatively higher 15.76% annualized return.
PBMPX
- 1D
- 0.00%
- 1M
- -1.16%
- 6M
- -1.05%
- YTD
- -0.69%
- 1Y
- 1.78%
- 3Y*
- 3.47%
- 5Y*
- -0.91%
- 10Y*
- 1.39%
- ALL TIME*
- 2.43%
PBCKX
- 1D
- 2.08%
- 1M
- -0.12%
- 6M
- -0.54%
- YTD
- -2.47%
- 1Y
- -3.06%
- 3Y*
- 14.84%
- 5Y*
- 6.41%
- 10Y*
- 15.76%
- ALL TIME*
- 15.50%
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 |
PBMPX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBMPX Principal Core Plus Bond Fund | -0.69% | 7.15% | 0.71% | 5.23% | -14.62% | -0.84% | 9.33% | 9.64% | -1.93% | 4.66% |
PBCKX Principal Blue Chip Fund | -2.47% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Correlation
The correlation between PBMPX and PBCKX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
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, PBMPX and PBCKX have become more correlated (0.40) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
PBMPX vs. PBCKX — Risk / Return Rank
PBMPX
PBCKX
PBMPX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Core Plus Bond Fund (PBMPX) and Principal Blue Chip Fund (PBCKX). 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.
| PBMPX | PBCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.96 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.27 | +1.09 |
| Martin ratioReturn relative to average drawdown | 2.24 | -0.76 | +3.00 |
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Drawdowns
PBMPX vs. PBCKX - Drawdown Comparison
The maximum PBMPX drawdown since its inception was -19.69%, smaller than the maximum PBCKX drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PBMPX and PBCKX.
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Drawdown Indicators
| PBMPX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.69% | -38.00% | +18.31% |
Max Drawdown (1Y)Largest decline over 1 year | -3.16% | -19.10% | +15.94% |
Max Drawdown (3Y)Largest decline over 3 years | -5.72% | -19.10% | +13.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -38.00% | +18.52% |
Max Drawdown (10Y)Largest decline over 10 years | -19.48% | -38.00% | +18.52% |
Current DrawdownCurrent decline from peak | -4.72% | -6.17% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -5.66% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 6.87% | -5.72% |
Volatility
PBMPX vs. PBCKX - Volatility Comparison
The current volatility for Principal Core Plus Bond Fund (PBMPX) is 0.99%, while Principal Blue Chip Fund (PBCKX) has a volatility of 4.86%. This indicates that PBMPX experiences smaller price fluctuations and is considered to be less risky than PBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBMPX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 4.86% | -3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 3.21% | 13.43% | -10.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 16.32% | -12.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.90% | 20.52% | -14.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 20.23% | -15.40% |
PBMPX vs. PBCKX - Expense Ratio Comparison
PBMPX has a 0.78% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Dividends
PBMPX vs. PBCKX - Dividend Comparison
PBMPX's dividend yield for the trailing twelve months is around 4.34%, less than PBCKX's 20.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 20.45% | 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 | 4.34% | 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
PBMPX and PBCKX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (4.86%) compared to PBMPX (0.99%). In terms of maximum drawdown, PBMPX dropped -19.69% vs PBCKX's -38.00%.
PBMPX currently has the higher Sharpe Ratio (0.65 vs -0.32), 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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