PCCRX Mutual Fund

NAV$9.39

Returns Overview

1 Month
+0.35%
3 Months
+1.75%
6 Months
-0.66%
YTD
-0.55%
1 Year
+2.48%
3 Years (annualized)
+5.49%
5 Years (annualized)
+2.69%
10 Years (annualized)
+3.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+3.47%
vs Peers
-4.03%

PCCRX Mutual Fund Performance

PCCRX performance across multiple time periods: 1-month 0.35%, YTD -0.55%, 1-year 2.48%, 3-year 5.49%, 5-year 2.69%, 10-year 3.26%.

PCCRX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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