PCFEX Mutual Fund

PCFEX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-2.00%
3 Months
+5.94%
6 Months
+14.39%
YTD
+17.98%
1 Year
+33.93%
3 Years (annualized)
+18.53%
5 Years (annualized)
+10.44%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFEX 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)
+17.98%
Peer Avg (YTD)
+10.67%
vs Peers
+7.31%

PCFEX Mutual Fund Performance

PCFEX performance across multiple time periods: 1-month -2.00%, YTD 17.98%, 1-year 33.93%, 3-year 18.53%, 5-year 10.44%, 10-year 12.34%.

PCFEX returns outperform the peer average of 10.67% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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