PCIIX Mutual Fund

PCIIX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+0.28%
3 Months
+0.08%
6 Months
-1.53%
YTD
-0.72%
1 Year
+1.85%
3 Years (annualized)
+5.04%
5 Years (annualized)
+1.73%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIIX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+0.20%
vs Peers
-0.93%

PCIIX Mutual Fund Performance

PCIIX performance across multiple time periods: 1-month 0.28%, YTD -0.72%, 1-year 1.85%, 3-year 5.04%, 5-year 1.73%, 10-year 1.84%.

PCIIX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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