PCEPX Mutual Fund

PCEPX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-1.02%
3 Months
-0.01%
6 Months
-0.66%
YTD
-0.08%
1 Year
+2.35%
3 Years (annualized)
+5.08%
5 Years (annualized)
+0.66%

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
PROUpgrade to run
🏦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)
-0.08%
Peer Avg (YTD)
+0.12%
vs Peers
-0.20%

PCEPX Mutual Fund Performance

PCEPX performance across multiple time periods: 1-month -1.02%, YTD -0.08%, 1-year 2.35%, 3-year 5.08%, 5-year 0.66%.

PCEPX returns trail the peer average of 0.12% 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.