PCGRX Mutual Fund

NAV$28.91

Returns Overview

1 Month
+3.81%
3 Months
+12.32%
6 Months
+16.04%
YTD
+14.85%
1 Year
+27.42%
3 Years (annualized)
+14.98%
5 Years (annualized)
+8.15%
10 Years (annualized)
+8.83%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.85%
Peer Avg (YTD)
+10.82%
vs Peers
+4.04%

PCGRX Mutual Fund Performance

PCGRX performance across multiple time periods: 1-month 3.81%, YTD 14.85%, 1-year 27.42%, 3-year 14.98%, 5-year 8.15%, 10-year 8.83%.

PCGRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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