PCEQX Mutual Fund

PCEQX Mutual Fund

NAV$25.81
See how much of PCEQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.44%
3 Months
+6.44%
6 Months
+8.91%
YTD
+16.46%
1 Year
+19.79%
3 Years (annualized)
+13.83%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.82%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+12.44%
vs Peers
+4.02%

PCEQX Mutual Fund Performance

PCEQX performance across multiple time periods: 1-month 2.44%, YTD 16.46%, 1-year 19.79%, 3-year 13.83%, 5-year 7.86%, 10-year 8.82%.

PCEQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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