PCFCX Mutual Fund

PCFCX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+3.27%
3 Months
-0.61%
6 Months
-1.45%
YTD
-1.15%
1 Year
-1.01%
3 Years (annualized)
+3.29%
5 Years (annualized)
+0.01%
10 Years (annualized)
+0.67%

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
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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
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
-0.12%
vs Peers
-1.04%

PCFCX Mutual Fund Performance

PCFCX performance across multiple time periods: 1-month 3.27%, YTD -1.15%, 1-year -1.01%, 3-year 3.29%, 5-year 0.01%, 10-year 0.67%.

PCFCX returns trail the peer average of -0.12% 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.