PCAOX Mutual Fund

PCAOX Mutual Fund

NAV$90.73
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Returns Overview

1 Month
-1.04%
3 Months
+3.07%
6 Months
+6.90%
YTD
+7.88%
1 Year
+15.66%
3 Years (annualized)
+17.48%
5 Years (annualized)
+11.68%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCAOX 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 Index(^RUA)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+9.41%
vs Peers
-1.53%

PCAOX Mutual Fund Performance

PCAOX performance across multiple time periods: 1-month -1.04%, YTD 7.88%, 1-year 15.66%, 3-year 17.48%, 5-year 11.68%, 10-year 14.16%.

PCAOX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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