PCBIX vs. PBCKX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Principal Blue Chip Fund (PBCKX).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. PBCKX is managed by Principal. It was launched on Jun 14, 2012.
Performance
PCBIX vs. PBCKX - Performance Comparison
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PCBIX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
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, PCBIX achieves a -12.96% return, which is significantly higher than PBCKX's -15.72% return. Over the past 10 years, PCBIX has underperformed PBCKX with an annualized return of 11.48%, while PBCKX has yielded a comparatively higher 14.77% annualized return.
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
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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PCBIX vs. PBCKX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Return for Risk
PCBIX vs. PBCKX — Risk / Return Rank
PCBIX
PBCKX
PCBIX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) 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.
| PCBIX | PBCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | -0.18 | -0.40 |
Sortino ratioReturn per unit of downside risk | -0.71 | -0.13 | -0.58 |
Omega ratioGain probability vs. loss probability | 0.91 | 0.98 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | -0.31 | -0.30 |
Martin ratioReturn relative to average drawdown | -1.81 | -1.05 | -0.76 |
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
| PCBIX | PBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | -0.18 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.34 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.74 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.79 | -0.21 |
Correlation
The correlation between PCBIX and PBCKX is 0.88, 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.
Dividends
PCBIX vs. PBCKX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, less than PBCKX's 23.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
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
PCBIX vs. PBCKX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, which is greater than PBCKX's maximum drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PCBIX and PBCKX.
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Drawdown Indicators
| PCBIX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -38.00% | -12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -19.10% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -38.00% | +6.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -38.00% | -2.56% |
Current DrawdownCurrent decline from peak | -18.65% | -18.92% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -5.64% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 5.57% | +0.87% |
Volatility
PCBIX vs. PBCKX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.56%, while Principal Blue Chip Fund (PBCKX) has a volatility of 5.28%. This indicates that PCBIX 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
| PCBIX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 5.28% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 11.31% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 19.33% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 20.28% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 20.13% | -1.04% |