PCGPX Mutual Fund

PCGPX Mutual Fund

NAV$19.76
See how much of PCGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
+3.49%
6 Months
+7.01%
YTD
+9.01%
1 Year
+17.20%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+6.57%
vs Peers
+2.43%

PCGPX Mutual Fund Performance

PCGPX performance across multiple time periods: 1-month 0.15%, YTD 9.01%, 1-year 17.20%, 3-year 14.59%, 5-year 7.68%, 10-year 9.70%.

PCGPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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