PCCEX Mutual Fund

NAV$11.66

Returns Overview

1 Month
+0.69%
3 Months
+5.12%
6 Months
+4.46%
YTD
+4.37%
1 Year
+11.51%
3 Years (annualized)
+10.85%
5 Years (annualized)
+4.53%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCCEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+4.14%
vs Peers
+0.23%

PCCEX Mutual Fund Performance

PCCEX performance across multiple time periods: 1-month 0.69%, YTD 4.37%, 1-year 11.51%, 3-year 10.85%, 5-year 4.53%, 10-year 5.67%.

PCCEX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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