PCCRX Mutual Fund

PCCRX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+1.24%
3 Months
-1.67%
6 Months
-1.64%
YTD
-3.25%
1 Year
-2.37%
3 Years (annualized)
+4.97%
5 Years (annualized)
+2.33%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCCRX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-3.25%
Peer Avg (YTD)
+3.99%
vs Peers
-7.23%

PCCRX Mutual Fund Performance

PCCRX performance across multiple time periods: 1-month 1.24%, YTD -3.25%, 1-year -2.37%, 3-year 4.97%, 5-year 2.33%, 10-year 2.59%.

PCCRX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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