PCAFX Mutual Fund

PCAFX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
+3.30%
3 Months
+1.02%
6 Months
+5.40%
YTD
+8.03%
1 Year
+1.96%
3 Years (annualized)
+8.64%
5 Years (annualized)
+10.43%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCAFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+11.15%
vs Peers
-3.11%

PCAFX Mutual Fund Performance

PCAFX performance across multiple time periods: 1-month 3.30%, YTD 8.03%, 1-year 1.96%, 3-year 8.64%, 5-year 10.43%, 10-year 9.42%.

PCAFX returns trail the peer average of 11.15% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

PCAFX vs another fund shows side-by-side returns. PCAFX alternatives are available in the Mutual Fund Screener.