PCDPX Mutual Fund

NAV$9.68

Returns Overview

1 Month
+0.33%
3 Months
+0.78%
6 Months
+1.11%
YTD
+1.11%
1 Year
+3.62%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCDPX 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)
+1.11%
Peer Avg (YTD)
+1.98%
vs Peers
-0.86%

PCDPX Mutual Fund Performance

PCDPX performance across multiple time periods: 1-month 0.33%, YTD 1.11%, 1-year 3.62%, 3-year 3.34%, 5-year 1.77%, 10-year 1.50%.

PCDPX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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