PCEQX Mutual Fund

PCEQX Mutual Fund

NAV$27.39
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Returns Overview

1 Month
+4.42%
3 Months
+5.79%
6 Months
+8.90%
YTD
+12.69%
1 Year
+19.89%
3 Years (annualized)
+11.64%
5 Years (annualized)
+7.67%
10 Years (annualized)
+8.65%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+11.41%
vs Peers
+1.28%

PCEQX Mutual Fund Performance

PCEQX performance across multiple time periods: 1-month 4.42%, YTD 12.69%, 1-year 19.89%, 3-year 11.64%, 5-year 7.67%, 10-year 8.65%.

PCEQX returns outperform the peer average of 11.41% 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.