PCIIX Mutual Fund

PCIIX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-0.81%
3 Months
+0.75%
6 Months
-1.30%
YTD
-1.00%
1 Year
+2.86%
3 Years (annualized)
+4.83%
5 Years (annualized)
+1.66%
10 Years (annualized)
+1.81%

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)
-1.00%
Peer Avg (YTD)
+0.25%
vs Peers
-1.25%

PCIIX Mutual Fund Performance

PCIIX performance across multiple time periods: 1-month -0.81%, YTD -1.00%, 1-year 2.86%, 3-year 4.83%, 5-year 1.66%, 10-year 1.81%.

PCIIX returns trail the peer average of 0.25% 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.