PCCEX Mutual Fund

PCCEX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-1.33%
3 Months
+0.82%
6 Months
+2.07%
YTD
+2.98%
1 Year
+8.71%
3 Years (annualized)
+9.75%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.23%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+3.39%
vs Peers
-0.41%

PCCEX Mutual Fund Performance

PCCEX performance across multiple time periods: 1-month -1.33%, YTD 2.98%, 1-year 8.71%, 3-year 9.75%, 5-year 3.87%, 10-year 5.23%.

PCCEX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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