Blue Chip Financial Statements From 2010 to 2024
| PGBGX Fund | USD 48.46 0.21 0.44% |
Check Blue Chip financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Blue Chip's main balance sheet or income statement drivers, such as , as well as many indicators such as . Blue financial statements analysis is a perfect complement when working with Blue Chip Valuation or Volatility modules.
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Blue Chip Fund Mutual Fund Year To Date Return Analysis
Blue Chip's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Blue Chip Year To Date Return | 22.71 % |
Most of Blue Chip's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Blue Chip Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Blue Chip Fund has a Year To Date Return of 22.7051%. This is much higher than that of the Principal Funds family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Blue Chip Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Blue Chip's current stock value. Our valuation model uses many indicators to compare Blue Chip value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blue Chip competition to find correlations between indicators driving Blue Chip's intrinsic value. More Info.Blue Chip Fund is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.25 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blue Chip's earnings, one of the primary drivers of an investment's value.About Blue Chip Financial Statements
Blue Chip investors use historical fundamental indicators, such as Blue Chip's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Blue Chip. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the funds investment advisors opinion, display characteristics of a blue chip company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blue with respect to the benefits of owning Blue Chip security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |