# PBCKX (PBCKX)

> Source: Nexqual · https://nexqual.com/PBCKX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, PBCKX (PBCKX), nexqual.com/PBCKX" · informational, not investment advice.

**Price:** USD 41.15 (-0.89% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 41.15 · day 41.15–41.15 · 52w 35.1–52.01 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -3.8% vs S&P 500 +13.4%; 5Y +25.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -3.8% | +25.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -3.8% | +4.6% |
| Volatility (annualized) | 16.9% | 20.1% |
| Max drawdown | -19.1% (Oct 2025→Mar 2026) | -38.0% (Nov 2021→Oct 2022) |

## Peers
PCBIX (Principal Fds, Inc. MidCap Fd I) USD 40.27 -0.00% · PEIIX (Principal Fds, Inc. Equity Inco) USD 45.94 +0.00% · PGBHX (Principal Funds, Inc. - Blue Ch) USD 41.49 -0.00% · PBLAX (Principal Funds, Inc. Blue Chip) USD 39.31 -0.00% · PIIIX (Principal Fds, Inc Diversified ) USD 17.84 -0.00%

## More
Full page: https://nexqual.com/PBCKX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt