PCAPX Mutual Fund

NAV$85.19

Returns Overview

1 Month
+5.65%
3 Months
+7.06%
6 Months
+14.03%
YTD
+29.34%
1 Year
+34.86%
3 Years (annualized)
+11.75%
5 Years (annualized)
+15.77%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCAPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+29.34%
Peer Avg (YTD)
+24.89%
vs Peers
+4.44%

PCAPX Mutual Fund Performance

PCAPX performance across multiple time periods: 1-month 5.65%, YTD 29.34%, 1-year 34.86%, 3-year 11.75%, 5-year 15.77%, 10-year 13.20%.

PCAPX returns outperform the peer average of 24.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

PCAPX performance comparison shows side-by-side returns with another fund. PCAPX alternatives are available in the Mutual Fund Screener.