Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCHP (Principal Focused Blue Chip ETF) | -2.08% | 3.56% | 13.92% | 8.13% | 3.99% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCHP (Principal Focused Blue Chip ETF) | 04/23/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.23 | 3.56 | 13.92 | 8.13 | 3.99 | NA | NA | … | … | -2.08 | 10.24 | 21.31 | 58.23 | -9.87 |
| Sharpe Ratio | NA | 0.06 | 1.00 | 0.54 | 0.23 | NA | NA | … | … | -0.37 | 0.38 | 1.29 | 0.09 | -0.96 |
| Standard Deviation(%) | NA | 16.21 | 26.02 | 26.02 | 26.02 | NA | NA | … | … | 19.76 | 19.45 | 13.67 | 50.97 | 14.54 |
| Draw Down(%) | NA | 18.12 | 18.56 | 18.56 | 18.56 | NA | NA | … | … | 17.45 | 18.56 | 8.21 | 8.61 | 16.97 |
| Yield(%) | 0.00 | 0.00 | 0.84 | 0.50 | 0.25 | 0.21 | 0.16 | … | … | 0.00 | 0.00 | 2.06 | 0.21 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHP (Principal Focused Blue Chip ETF) |
17.52%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHP (Principal Focused Blue Chip ETF) |
31.43%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart