PCFIX Mutual Fund

PCFIX Mutual Fund

NAV$21.18
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Returns Overview

1 Month
-1.93%
3 Months
+6.28%
6 Months
+15.00%
YTD
+18.79%
1 Year
+35.41%
3 Years (annualized)
+19.85%
5 Years (annualized)
+11.64%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFIX 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)
+18.79%
Peer Avg (YTD)
+10.67%
vs Peers
+8.12%

PCFIX Mutual Fund Performance

PCFIX performance across multiple time periods: 1-month -1.93%, YTD 18.79%, 1-year 35.41%, 3-year 19.85%, 5-year 11.64%, 10-year 13.58%.

PCFIX returns outperform the peer average of 10.67% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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