PCCOX Mutual Fund

PCCOX Mutual Fund

NAV$76.16
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Returns Overview

1 Month
+2.62%
3 Months
+1.10%
6 Months
+11.71%
YTD
+12.63%
1 Year
+19.84%
3 Years (annualized)
+21.20%
5 Years (annualized)
+13.22%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCCOX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+11.21%
vs Peers
+1.42%

PCCOX Mutual Fund Performance

PCCOX performance across multiple time periods: 1-month 2.62%, YTD 12.63%, 1-year 19.84%, 3-year 21.20%, 5-year 13.22%, 10-year 15.61%.

PCCOX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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