Performance analysis of BCHP (PRINCIPAL FOCUSED BLUE CHIP ETF)
Annual Return
Over the past 3 years, BCHP has had an average annual return of +13.37%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jul 13, 2023, BCHP has had an average annual return of +13.33%, underperforming the benchmark SPY, which returned +19.82% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.67% | +10.20% | +20.59% | +12.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.76% | -6.30% | -5.16% | +13.22% | +3.45% | -5.61% | +0.86% | -2.67% | |||||
| 2025 | +4.89% | -4.36% | -5.51% | +2.32% | +6.45% | +4.30% | +4.45% | -1.67% | +0.04% | +1.47% | -0.50% | -1.37% | +10.20% |
| 2024 | +2.74% | +4.38% | +2.32% | -3.31% | +2.21% | +4.12% | -0.09% | +0.87% | +1.95% | -1.22% | +6.43% | -1.13% | +20.59% |
| 2023 | +1.42% | +1.03% | -5.44% | +0.29% | +11.91% | +3.82% | +12.89% |
Drawdown analysis of BCHP (PRINCIPAL FOCUSED BLUE CHIP ETF)
The maximum drawdown for the BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current BCHP drawdown is -5.44%.
Since Jul 13, 2023 BCHP has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.56% | Jan 23, 2025 | 52 | Apr 8, 2025 | 41 | Jun 6, 2025 | 93 |
| -18.11% | Oct 28, 2025 | 103 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -8.62% | Sep 14, 2023 | 30 | Oct 26, 2023 | 11 | Nov 10, 2023 | 41 |
| -8.20% | Jul 5, 2024 | 21 | Aug 5, 2024 | 30 | Sep 17, 2024 | 51 |
| -5.47% | Dec 11, 2024 | 20 | Jan 13, 2025 | 7 | Jan 23, 2025 | 27 |
| -4.77% | Mar 21, 2024 | 20 | Apr 19, 2024 | 12 | May 7, 2024 | 32 |
| -4.28% | Sep 19, 2025 | 15 | Oct 10, 2025 | 12 | Oct 28, 2025 | 27 |
| -3.83% | May 21, 2024 | 6 | May 30, 2024 | 15 | Jun 21, 2024 | 21 |
| -3.13% | Nov 13, 2024 | 2 | Nov 15, 2024 | 12 | Dec 4, 2024 | 14 |
| -3.10% | Jul 31, 2023 | 14 | Aug 18, 2023 | 7 | Aug 29, 2023 | 21 |
| -2.98% | Jul 31, 2025 | 15 | Aug 21, 2025 | 20 | Sep 19, 2025 | 35 |
| -2.88% | Dec 28, 2023 | 5 | Jan 5, 2024 | 5 | Jan 12, 2024 | 10 |
| -2.82% | Jun 10, 2025 | 7 | Jun 20, 2025 | 4 | Jun 26, 2025 | 11 |
| -2.71% | Sep 23, 2024 | 10 | Oct 7, 2024 | 5 | Oct 14, 2024 | 15 |
| -2.41% | Feb 9, 2024 | 6 | Feb 20, 2024 | 3 | Feb 23, 2024 | 9 |
| -2.22% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.18% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.80% | Mar 1, 2024 | 2 | Mar 5, 2024 | 5 | Mar 12, 2024 | 7 |
| -1.35% | Mar 14, 2024 | 1 | Mar 15, 2024 | 2 | Mar 19, 2024 | 3 |
| -1.27% | Jul 19, 2023 | 6 | Jul 27, 2023 | 2 | Jul 31, 2023 | 8 |
| -1.13% | Sep 1, 2023 | 2 | Sep 6, 2023 | 3 | Sep 11, 2023 | 5 |
| -1.09% | Jul 3, 2025 | 2 | Jul 8, 2025 | 7 | Jul 17, 2025 | 9 |
| -1.05% | Dec 1, 2023 | 3 | Dec 6, 2023 | 3 | Dec 11, 2023 | 6 |
| -0.94% | Dec 13, 2023 | 1 | Dec 14, 2023 | 2 | Dec 18, 2023 | 3 |
| -0.80% | Feb 23, 2024 | 1 | Feb 26, 2024 | 3 | Feb 29, 2024 | 4 |