PCGRX Mutual Fund

PCGRX Mutual Fund

NAV$28.89
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Returns Overview

1 Month
+2.28%
3 Months
+6.65%
6 Months
+13.66%
YTD
+18.69%
1 Year
+26.01%
3 Years (annualized)
+14.40%
5 Years (annualized)
+10.55%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.69%
Peer Avg (YTD)
+9.54%
vs Peers
+9.15%

PCGRX Mutual Fund Performance

PCGRX performance across multiple time periods: 1-month 2.28%, YTD 18.69%, 1-year 26.01%, 3-year 14.40%, 5-year 10.55%, 10-year 9.67%.

PCGRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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