PCECX Mutual Fund

PCECX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-1.12%
3 Months
-0.27%
6 Months
-1.18%
YTD
-0.69%
1 Year
+1.28%
3 Years (annualized)
+4.02%
5 Years (annualized)
-0.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCECX 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 MSCI Global Green Bond Index(^BBGMSCIGGBI)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+0.12%
vs Peers
-0.81%

PCECX Mutual Fund Performance

PCECX performance across multiple time periods: 1-month -1.12%, YTD -0.69%, 1-year 1.28%, 3-year 4.02%, 5-year -0.35%.

PCECX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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