PCGPX Mutual Fund

PCGPX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
+1.51%
3 Months
+1.97%
6 Months
+6.56%
YTD
+10.65%
1 Year
+16.38%
3 Years (annualized)
+15.87%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.83%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+7.17%
vs Peers
+3.48%

PCGPX Mutual Fund Performance

PCGPX performance across multiple time periods: 1-month 1.51%, YTD 10.65%, 1-year 16.38%, 3-year 15.87%, 5-year 7.63%, 10-year 9.83%.

PCGPX returns outperform the peer average of 7.17% 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.