PCIPX Mutual Fund

PCIPX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-1.53%
3 Months
-0.59%
6 Months
-0.76%
YTD
+0.02%
1 Year
+4.30%
3 Years (annualized)
+3.27%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIPX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+0.39%
vs Peers
-0.37%

PCIPX Mutual Fund Performance

PCIPX performance across multiple time periods: 1-month -1.53%, YTD 0.02%, 1-year 4.30%, 3-year 3.27%, 5-year 0.80%, 10-year 1.65%.

PCIPX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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