PCGRX Mutual Fund

PCGRX Mutual Fund

NAV$28.01
See how much of PCGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.29%
3 Months
-1.11%
6 Months
+5.46%
YTD
+16.16%
1 Year
+22.80%
3 Years (annualized)
+18.42%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.81%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.16%
Peer Avg (YTD)
+8.01%
vs Peers
+8.16%

PCGRX Mutual Fund Performance

PCGRX performance across multiple time periods: 1-month 6.29%, YTD 16.16%, 1-year 22.80%, 3-year 18.42%, 5-year 9.67%, 10-year 9.81%.

PCGRX returns outperform the peer average of 8.01% 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.