PCGPX Mutual Fund

NAV$20.16

Returns Overview

1 Month
+0.30%
3 Months
+10.85%
6 Months
+9.44%
YTD
+8.84%
1 Year
+18.06%
3 Years (annualized)
+15.54%
5 Years (annualized)
+7.82%
10 Years (annualized)
+10.03%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+6.73%
vs Peers
+2.12%

PCGPX Mutual Fund Performance

PCGPX performance across multiple time periods: 1-month 0.30%, YTD 8.84%, 1-year 18.06%, 3-year 15.54%, 5-year 7.82%, 10-year 10.03%.

PCGPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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