PRINCIPAL FOCUSED BLUE CHIP ETF
Symbol: BCHP
Exchange: BATS
Sector: Technology
Category: Large Growth
Inception date: 12/07/2023
Latest date: 16/07/2026
Current price: $37.35
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
0.86%
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
1.11%
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
-0.57%
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
1.46%
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
16.22%
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
50.09%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.011%
Best day
3.387%
Worst day
-3.278%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $37.69 | $37.71 | $37.33 | $37.35 | 18,400 |
| 15/07/2026 | $37.25 | $37.74 | $37.25 | $37.70 | 19,700 |
| 14/07/2026 | $37.00 | $37.25 | $37.00 | $37.19 | 23,700 |
| 13/07/2026 | $37.19 | $37.24 | $36.98 | $37.04 | 8,400 |
| 10/07/2026 | $37.33 | $37.33 | $37.11 | $37.32 | 25,900 |
| 09/07/2026 | $36.53 | $37.07 | $36.53 | $37.07 | 12,900 |
| 08/07/2026 | $36.61 | $36.72 | $36.44 | $36.71 | 27,600 |
| 07/07/2026 | $37.05 | $37.05 | $36.84 | $36.98 | 16,900 |
| 06/07/2026 | $36.77 | $36.99 | $36.77 | $36.99 | 12,500 |
| 02/07/2026 | $36.84 | $36.94 | $36.54 | $36.83 | 23,200 |