PCLAX Mutual Fund

PCLAX Mutual Fund

NAV$7.90
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Returns Overview

1 Month
+7.65%
3 Months
+8.30%
6 Months
+31.71%
YTD
+44.56%
1 Year
+48.06%
3 Years (annualized)
+16.37%
5 Years (annualized)
+16.80%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+44.56%
Peer Avg (YTD)
+24.08%
vs Peers
+20.48%

PCLAX Mutual Fund Performance

PCLAX performance across multiple time periods: 1-month 7.65%, YTD 44.56%, 1-year 48.06%, 3-year 16.37%, 5-year 16.80%, 10-year 12.73%.

PCLAX returns outperform the peer average of 24.08% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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