PCJVX Mutual Fund

PCJVX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-1.47%
3 Months
-0.07%
6 Months
+3.38%
YTD
+5.99%
1 Year
+6.97%
3 Years (annualized)
+17.75%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCJVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+6.70%
vs Peers
-0.71%

PCJVX Mutual Fund Performance

PCJVX performance across multiple time periods: 1-month -1.47%, YTD 5.99%, 1-year 6.97%, 3-year 17.75%, 5-year 8.02%.

PCJVX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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