PCEPX Mutual Fund

PCEPX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+0.06%
3 Months
-0.56%
6 Months
-1.81%
YTD
-0.02%
1 Year
+1.33%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEPX 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)
-0.02%
Peer Avg (YTD)
+2.15%
vs Peers
-2.17%

PCEPX Mutual Fund Performance

PCEPX performance across multiple time periods: 1-month 0.06%, YTD -0.02%, 1-year 1.33%, 3-year 5.13%, 5-year 0.65%.

PCEPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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