PCFAX Mutual Fund

PCFAX Mutual Fund

NAV$19.79
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Returns Overview

1 Month
-1.96%
3 Months
+6.17%
6 Months
+14.77%
YTD
+18.48%
1 Year
+34.90%
3 Years (annualized)
+19.43%
5 Years (annualized)
+11.25%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.48%
Peer Avg (YTD)
+10.67%
vs Peers
+7.81%

PCFAX Mutual Fund Performance

PCFAX performance across multiple time periods: 1-month -1.96%, YTD 18.48%, 1-year 34.90%, 3-year 19.43%, 5-year 11.25%, 10-year 13.17%.

PCFAX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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