PRINCIPAL FOCUSED BLUE CHIP ETF
Symbol: BCHP
Exchange: BATS
Sector: Technology
Category: Large Growth
Inception date: 12/07/2023
Latest date: 15/10/2026
Current price: $38.32
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
3.58%
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
1.65%
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
3.65%
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
3.09%
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
17.25%
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
52.77%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.018%
Best day
3.387%
Worst day
-3.278%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $37.53 | $38.33 | $37.49 | $38.32 | 24,900 |
| 14/10/2026 | $38.27 | $38.27 | $37.78 | $37.87 | 93,000 |
| 13/10/2026 | $38.56 | $38.71 | $38.55 | $38.60 | 10,200 |
| 12/10/2026 | $38.54 | $38.69 | $38.54 | $38.57 | 33,700 |
| 09/10/2026 | $38.42 | $38.59 | $38.38 | $38.59 | 13,300 |
| 08/10/2026 | $38.22 | $38.39 | $38.01 | $38.03 | 19,400 |
| 07/10/2026 | $38.26 | $38.42 | $38.15 | $38.41 | 25,200 |
| 06/10/2026 | $38.42 | $38.59 | $38.23 | $38.48 | 50,500 |
| 05/10/2026 | $37.80 | $38.29 | $37.80 | $38.14 | 25,600 |
| 02/10/2026 | $37.87 | $37.87 | $37.67 | $37.73 | 10,500 |