PCCRX Mutual Fund

PCCRX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-1.06%
3 Months
+0.03%
6 Months
-1.81%
YTD
-1.61%
1 Year
+1.40%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.49%
10 Years (annualized)
+2.93%

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)
-1.61%
Peer Avg (YTD)
+2.39%
vs Peers
-3.99%

PCCRX Mutual Fund Performance

PCCRX performance across multiple time periods: 1-month -1.06%, YTD -1.61%, 1-year 1.40%, 3-year 4.81%, 5-year 2.49%, 10-year 2.93%.

PCCRX returns trail the peer average of 2.39% 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.