PDRDX vs. PBCKX
Compare and contrast key facts about Principal Diversified Real Asset Fund (PDRDX) and Principal Blue Chip Fund (PBCKX).
PDRDX is managed by Principal. It was launched on Mar 15, 2010. PBCKX is managed by Principal. It was launched on Jun 14, 2012.
Performance
PDRDX vs. PBCKX - Performance Comparison
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PDRDX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDRDX Principal Diversified Real Asset Fund | 9.23% | 14.63% | 3.09% | 3.22% | -6.19% | 17.30% | 3.97% | 15.02% | -7.90% | 10.18% |
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, PDRDX achieves a 9.23% return, which is significantly higher than PBCKX's -15.72% return. Over the past 10 years, PDRDX has underperformed PBCKX with an annualized return of 6.54%, while PBCKX has yielded a comparatively higher 14.77% annualized return.
PDRDX
- 1D
- 0.23%
- 1M
- -4.09%
- YTD
- 9.23%
- 6M
- 11.95%
- 1Y
- 21.29%
- 3Y*
- 9.59%
- 5Y*
- 7.08%
- 10Y*
- 6.54%
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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PDRDX vs. PBCKX - Expense Ratio Comparison
PDRDX has a 0.83% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Return for Risk
PDRDX vs. PBCKX — Risk / Return Rank
PDRDX
PBCKX
PDRDX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Real Asset Fund (PDRDX) 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.
| PDRDX | PBCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | -0.18 | +2.11 |
Sortino ratioReturn per unit of downside risk | 2.53 | -0.13 | +2.66 |
Omega ratioGain probability vs. loss probability | 1.39 | 0.98 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | -0.31 | +2.66 |
Martin ratioReturn relative to average drawdown | 12.85 | -1.05 | +13.90 |
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
| PDRDX | PBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | -0.18 | +2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.34 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.74 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.79 | -0.30 |
Correlation
The correlation between PDRDX and PBCKX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PDRDX vs. PBCKX - Dividend Comparison
PDRDX's dividend yield for the trailing twelve months is around 3.93%, less than PBCKX's 23.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDRDX Principal Diversified Real Asset Fund | 3.93% | 4.19% | 2.43% | 2.52% | 12.88% | 6.56% | 0.52% | 2.36% | 3.47% | 2.21% | 2.61% | 0.99% |
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
PDRDX vs. PBCKX - Drawdown Comparison
The maximum PDRDX drawdown since its inception was -28.55%, smaller than the maximum PBCKX drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PDRDX and PBCKX.
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Drawdown Indicators
| PDRDX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.55% | -38.00% | +9.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -19.10% | +9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -38.00% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -28.55% | -38.00% | +9.45% |
Current DrawdownCurrent decline from peak | -4.23% | -18.92% | +14.69% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -5.64% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 5.57% | -3.89% |
Volatility
PDRDX vs. PBCKX - Volatility Comparison
The current volatility for Principal Diversified Real Asset Fund (PDRDX) is 3.59%, while Principal Blue Chip Fund (PBCKX) has a volatility of 5.28%. This indicates that PDRDX 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
| PDRDX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 5.28% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 11.31% | -4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 19.33% | -8.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.95% | 20.28% | -9.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.76% | 20.13% | -9.37% |