PCLAX Mutual Fund

PCLAX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
+9.96%
3 Months
-3.66%
6 Months
+25.54%
YTD
+34.28%
1 Year
+37.97%
3 Years (annualized)
+13.64%
5 Years (annualized)
+14.79%
10 Years (annualized)
+12.07%

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)
+34.28%
Peer Avg (YTD)
+14.43%
vs Peers
+19.86%

PCLAX Mutual Fund Performance

PCLAX performance across multiple time periods: 1-month 9.96%, YTD 34.28%, 1-year 37.97%, 3-year 13.64%, 5-year 14.79%, 10-year 12.07%.

PCLAX returns outperform the peer average of 14.43% 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.