PCDAX Mutual Fund

PCDAX Mutual Fund

NAV$9.54
See how much of PCDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+0.17%
6 Months
-0.17%
YTD
+0.83%
1 Year
+2.20%
3 Years (annualized)
+2.97%
5 Years (annualized)
+1.42%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California 1 Year Municipal Bond Index(^BBCA1YMUB)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.17%
vs Peers
+0.66%

PCDAX Mutual Fund Performance

PCDAX performance across multiple time periods: 1-month 0.28%, YTD 0.83%, 1-year 2.20%, 3-year 2.97%, 5-year 1.42%, 10-year 1.18%.

PCDAX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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