PCGYX Mutual Fund

PCGYX Mutual Fund

NAV$31.08
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Returns Overview

1 Month
-5.99%
3 Months
+0.05%
6 Months
+9.07%
YTD
+14.27%
1 Year
+18.82%
3 Years (annualized)
+13.44%
5 Years (annualized)
+5.26%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGYX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+13.29%
vs Peers
+0.98%

PCGYX Mutual Fund Performance

PCGYX performance across multiple time periods: 1-month -5.99%, YTD 14.27%, 1-year 18.82%, 3-year 13.44%, 5-year 5.26%, 10-year 10.90%.

PCGYX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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