PCLAX Mutual Fund

PCLAX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
+4.09%
3 Months
+14.42%
6 Months
+10.24%
YTD
+53.65%
1 Year
+53.62%
3 Years (annualized)
+19.21%
5 Years (annualized)
+15.95%
10 Years (annualized)
+12.95%

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)
+53.65%
Peer Avg (YTD)
+20.18%
vs Peers
+33.47%

PCLAX Mutual Fund Performance

PCLAX performance across multiple time periods: 1-month 4.09%, YTD 53.65%, 1-year 53.62%, 3-year 19.21%, 5-year 15.95%, 10-year 12.95%.

PCLAX returns outperform the peer average of 20.18% 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.