PCJVX Mutual Fund

NAV$13.76

Returns Overview

1 Month
+0.44%
3 Months
+13.36%
6 Months
+7.61%
YTD
+7.01%
1 Year
+15.60%
3 Years (annualized)
+15.61%
5 Years (annualized)
+7.81%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+7.64%
vs Peers
-0.63%

PCJVX Mutual Fund Performance

PCJVX performance across multiple time periods: 1-month 0.44%, YTD 7.01%, 1-year 15.60%, 3-year 15.61%, 5-year 7.81%.

PCJVX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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