PBMPX vs. PBCKX
Compare and contrast key facts about Principal Core Plus Bond Fund (PBMPX) and Principal Blue Chip Fund (PBCKX).
PBMPX is managed by Principal. It was launched on Dec 6, 2000. PBCKX is managed by Principal. It was launched on Jun 14, 2012.
Performance
PBMPX vs. PBCKX - Performance Comparison
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PBMPX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBMPX Principal Core Plus Bond Fund | -1.03% | 7.15% | 0.71% | 5.23% | -14.62% | -0.84% | 9.33% | 9.64% | -1.93% | 4.66% |
PBCKX Principal Blue Chip Fund | -15.72% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Returns By Period
In the year-to-date period, PBMPX achieves a -1.03% return, which is significantly higher than PBCKX's -15.72% return. Over the past 10 years, PBMPX has underperformed PBCKX with an annualized return of 1.69%, while PBCKX has yielded a comparatively higher 14.77% annualized return.
PBMPX
- 1D
- 0.56%
- 1M
- -2.61%
- YTD
- -1.03%
- 6M
- -0.19%
- 1Y
- 3.59%
- 3Y*
- 2.99%
- 5Y*
- -0.42%
- 10Y*
- 1.69%
PBCKX
- 1D
- 0.23%
- 1M
- -8.65%
- YTD
- -15.72%
- 6M
- -17.23%
- 1Y
- -3.74%
- 3Y*
- 14.69%
- 5Y*
- 6.91%
- 10Y*
- 14.77%
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PBMPX vs. PBCKX - Expense Ratio Comparison
PBMPX has a 0.78% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
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.
| PBMPX | PBCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | -0.18 | +1.03 |
Sortino ratioReturn per unit of downside risk | 1.21 | -0.13 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.98 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | -0.31 | +1.63 |
Martin ratioReturn relative to average drawdown | 4.62 | -1.05 | +5.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PBMPX | PBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | -0.18 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.34 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.74 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.23 |
Correlation
The correlation between PBMPX and PBCKX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PBMPX vs. PBCKX - Dividend Comparison
PBMPX's dividend yield for the trailing twelve months is around 4.15%, less than PBCKX's 23.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBMPX Principal Core Plus Bond Fund | 4.15% | 4.42% | 4.10% | 3.04% | 2.06% | 3.12% | 7.16% | 3.44% | 3.36% | 2.78% | 2.30% | 2.21% |
PBCKX Principal Blue Chip Fund | 23.66% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
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 (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 | -5.05% | -18.92% | +13.87% |
Average DrawdownAverage peak-to-trough decline | -3.45% | -5.64% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 5.57% | -4.67% |
Volatility
PBMPX vs. PBCKX - Volatility Comparison
The current volatility for Principal Core Plus Bond Fund (PBMPX) is 1.92%, while Principal Blue Chip Fund (PBCKX) has a volatility of 5.28%. 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 | 1.92% | 5.28% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 11.31% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 19.33% | -14.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.84% | 20.28% | -14.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.80% | 20.13% | -15.33% |