PCEIX Mutual Fund

PCEIX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+1.16%
3 Months
-1.09%
6 Months
-1.08%
YTD
-1.12%
1 Year
-0.88%
3 Years (annualized)
+5.46%
5 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEIX 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)
-1.12%
Peer Avg (YTD)
+1.93%
vs Peers
-3.04%

PCEIX Mutual Fund Performance

PCEIX performance across multiple time periods: 1-month 1.16%, YTD -1.12%, 1-year -0.88%, 3-year 5.46%, 5-year 0.76%.

PCEIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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