PCAQX Mutual Fund

PCAQX Mutual Fund

NAV$95.63
See how much of PCAQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.18%
3 Months
+0.90%
6 Months
+9.38%
YTD
+10.43%
1 Year
+16.40%
3 Years (annualized)
+19.44%
5 Years (annualized)
+11.89%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCAQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+11.21%
vs Peers
-0.78%

PCAQX Mutual Fund Performance

PCAQX performance across multiple time periods: 1-month 2.18%, YTD 10.43%, 1-year 16.40%, 3-year 19.44%, 5-year 11.89%, 10-year 14.78%.

PCAQX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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