Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGBHX (BLUE CHIP FUND R-6) | -4.04% | -1.47% | 14.88% | 6.28% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGBHX (BLUE CHIP FUND R-6) | 01/04/2017 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | -1.47 | 14.88 | 6.28 | NA | NA | NA | … | … | -4.04 | -7.71 | 21.60 | 39.96 | -30.67 | 25.20 | 34.92 | 38.88 | 2.94 | 26.76 |
| Sharpe Ratio | NA | -0.26 | 0.70 | 0.19 | NA | NA | NA | … | … | -0.61 | -0.41 | 1.28 | 2.31 | -1.05 | 1.48 | 1.05 | 2.60 | 0.08 | 3.42 |
| Standard Deviation(%) | NA | 15.63 | 16.55 | 20.27 | NA | NA | NA | … | … | 18.64 | 26.25 | 14.02 | 15.86 | 30.70 | 16.97 | 32.72 | 14.41 | 19.81 | 7.73 |
| Draw Down(%) | NA | 19.05 | 19.05 | 37.93 | NA | NA | NA | … | … | 17.63 | 21.80 | 7.42 | 10.74 | 35.67 | 7.30 | 32.05 | 6.61 | 19.13 | 2.25 |
| Yield(%) | 0.00 | 16.98 | 10.47 | 6.70 | 10.46 | 6.97 | 5.23 | … | … | 0.00 | 18.13 | 5.41 | 0.04 | 0.48 | 7.96 | 4.22 | 6.17 | 7.47 | 3.45 |
Data as of 06/12/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBHX (BLUE CHIP FUND R-6) |
3.74%
Oct 2021 – Oct 2024 |
6.68%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBHX (BLUE CHIP FUND R-6) |
32.87%
Dec 2018 – Dec 2021 |
20.22%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart