PRINCIPAL FOCUSED BLUE CHIP ETF
Symbol: BCHP
Exchange: BATS
Sector: Technology
Category: Large Growth
Inception date: 12/07/2023
Latest date: 03/06/2026
Current price: $37.33
Expense ratio: 0.58%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.66%
Ann. -41.02% (Sharpe / Sortino numerator)
Volatility
22.56%
Sharpe ratio
-1.979
VaR 95%
-2.01%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
8.05%
Ann. -39.00% (Sharpe / Sortino numerator)
Volatility
20.46%
Sharpe ratio
-2.084
VaR 95%
-2.64%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
-0.96%
Ann. -23.37% (Sharpe / Sortino numerator)
Volatility
17.53%
Sharpe ratio
-1.540
VaR 95%
-2.03%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
5.90%
Ann. 1.11% (Sharpe / Sortino numerator)
Volatility
20.18%
Sharpe ratio
-0.125
VaR 95%
-1.96%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
23.01%
Ann. 3.96% (Sharpe / Sortino numerator)
Volatility
17.70%
Sharpe ratio
0.018
VaR 95%
-1.79%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
50.36%
Ann. 16.15% (Sharpe / Sortino numerator)
Volatility
17.06%
Sharpe ratio
0.736
VaR 95%
-1.74%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.
Average daily return
0.028%
Best day
3.387%
Worst day
-3.278%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $37.46 | $37.46 | $37.24 | $37.33 | 17,200 |
| 02/06/2026 | $38.22 | $38.30 | $38.02 | $38.12 | 115,000 |
| 01/06/2026 | $38.37 | $38.67 | $36.90 | $38.52 | 29,500 |
| 29/05/2026 | $38.15 | $38.52 | $38.15 | $38.32 | 23,300 |
| 28/05/2026 | $37.75 | $38.25 | $37.75 | $38.23 | 33,600 |
| 27/05/2026 | $37.75 | $37.80 | $37.55 | $37.80 | 9,000 |
| 26/05/2026 | $37.77 | $37.77 | $37.42 | $37.57 | 10,200 |
| 22/05/2026 | $37.75 | $37.76 | $37.38 | $37.39 | 15,300 |
| 21/05/2026 | $37.20 | $37.67 | $37.19 | $37.58 | 19,000 |
| 20/05/2026 | $36.91 | $37.49 | $36.91 | $37.49 | 29,900 |