PCGAX Mutual Fund

PCGAX Mutual Fund

NAV$11.18
See how much of PCGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.25%
3 Months
+0.41%
6 Months
+4.99%
YTD
+7.70%
1 Year
+14.60%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.88%
10 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+5.54%
vs Peers
+2.17%

PCGAX Mutual Fund Performance

PCGAX performance across multiple time periods: 1-month -1.25%, YTD 7.70%, 1-year 14.60%, 3-year 13.33%, 5-year 6.88%, 10-year 6.54%.

PCGAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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