PCFCX Mutual Fund

PCFCX Mutual Fund

NAV$9.26
See how much of PCFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.62%
3 Months
-0.84%
6 Months
-1.24%
YTD
-0.55%
1 Year
+3.28%
3 Years (annualized)
+2.27%
5 Years (annualized)
-0.18%
10 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFCX 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
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+0.39%
vs Peers
-0.94%

PCFCX Mutual Fund Performance

PCFCX performance across multiple time periods: 1-month -1.62%, YTD -0.55%, 1-year 3.28%, 3-year 2.27%, 5-year -0.18%, 10-year 0.66%.

PCFCX returns trail the peer average of 0.39% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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