PCDAX Mutual Fund

NAV$9.68

Returns Overview

1 Month
+0.30%
3 Months
+0.70%
6 Months
+0.96%
YTD
+0.96%
1 Year
+3.31%
3 Years (annualized)
+3.03%
5 Years (annualized)
+1.46%
10 Years (annualized)
+1.20%

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

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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
Bloomberg Barclays California 1 Year Municipal Bond Index(^BBCA1YMUB)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+1.98%
vs Peers
-1.01%

PCDAX Mutual Fund Performance

PCDAX performance across multiple time periods: 1-month 0.30%, YTD 0.96%, 1-year 3.31%, 3-year 3.03%, 5-year 1.46%, 10-year 1.20%.

PCDAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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