PCGTX Mutual Fund

PCGTX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
+3.57%
3 Months
-0.26%
6 Months
-1.22%
YTD
+1.75%
1 Year
+2.51%
3 Years (annualized)
+7.08%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGTX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+1.93%
vs Peers
-0.18%

PCGTX Mutual Fund Performance

PCGTX performance across multiple time periods: 1-month 3.57%, YTD 1.75%, 1-year 2.51%, 3-year 7.08%, 5-year 0.20%, 10-year 1.37%.

PCGTX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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