PCDAX Mutual Fund

PCDAX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+1.79%
3 Months
+0.60%
6 Months
+0.68%
YTD
+1.15%
1 Year
+1.57%
3 Years (annualized)
+3.38%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.23%

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
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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
Bloomberg Barclays California 1 Year Municipal Bond Index(^BBCA1YMUB)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
-0.12%
vs Peers
+1.27%

PCDAX Mutual Fund Performance

PCDAX performance across multiple time periods: 1-month 1.79%, YTD 1.15%, 1-year 1.57%, 3-year 3.38%, 5-year 1.56%, 10-year 1.23%.

PCDAX returns outperform the peer average of -0.12% 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.