PCEQX Mutual Fund

NAV$26.93

Returns Overview

1 Month
-0.50%
3 Months
+5.22%
6 Months
+8.88%
YTD
+7.92%
1 Year
+15.28%
3 Years (annualized)
+11.07%
5 Years (annualized)
+5.28%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+9.49%
vs Peers
-1.57%

PCEQX Mutual Fund Performance

PCEQX performance across multiple time periods: 1-month -0.50%, YTD 7.92%, 1-year 15.28%, 3-year 11.07%, 5-year 5.28%, 10-year 9.73%.

PCEQX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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