PCGYX Mutual Fund

NAV$31.75

Returns Overview

1 Month
+0.55%
3 Months
+18.74%
6 Months
+21.55%
YTD
+19.69%
1 Year
+28.54%
3 Years (annualized)
+16.54%
5 Years (annualized)
+6.48%
10 Years (annualized)
+12.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+18.00%
vs Peers
+1.69%

PCGYX Mutual Fund Performance

PCGYX performance across multiple time periods: 1-month 0.55%, YTD 19.69%, 1-year 28.54%, 3-year 16.54%, 5-year 6.48%, 10-year 12.10%.

PCGYX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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