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Principal Funds, Inc. Blue Chip Fd Inst Cl: (MF: PBCKX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:59 PM ET
$50.24 USD
+0.12 (0.24%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.19 | 54 |
| 3 months | 2.53 | 86 |
| 6 months | 16.29 | 54 |
| 1 Year | 14.70 | 44 |
| 3 Year | 25.98 | 22 |
| 5 Year | 12.49 | 61 |
| 10 Year | 16.72 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 14.70 |
| 5 Year | 12.48 |
| 10 Year | 16.73 |
| Since Inception | 16.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.38 | 13.42 | 2.53 | NA |
| 2024 | 10.01 | 2.61 | 4.36 | 3.14 |
| 2023 | 8.85 | 12.01 | -2.56 | 17.71 |
| 2022 | -12.76 | -20.29 | -5.83 | 5.79 |
| 2021 | 1.83 | 14.75 | 1.22 | 5.79 |
| 2020 | -13.34 | 27.69 | 10.81 | 9.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.19 | 21.52 | 39.85 | -30.74 | 25.15 | 34.80 | 38.81 | 2.97 | 28.87 | 8.91 | 5.38 |
| % Total Return Rel to Index | -3.63 | -3.49 | 13.60 | -12.53 | -3.53 | 16.40 | 7.32 | 7.37 | 7.08 | -3.02 | 3.99 |
| % Total Return Rel to Peer | -0.09 | 2.13 | 16.85 | -11.04 | 3.09 | 14.88 | 10.38 | 9.83 | 8.19 | 1.09 | 6.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.07 | 0.06 |
| % Yield | 0.00 | 0.02 | 0.02 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.01 | 0.43 | 0.39 |
| Capital Gains ($) | 0.00 | 2.06 | 0.00 | 0.20 | 2.73 | 1.15 | 1.15 | 1.59 | 0.59 | 0.10 | 0.31 |
| Expense Ratio | 0.66 | 0.66 | 0.66 | 0.66 | 0.65 | 0.66 | 0.67 | 0.75 | 0.69 | 0.69 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%