PCLCX Mutual Fund

NAV$16.64

Returns Overview

1 Month
+0.12%
3 Months
+15.42%
6 Months
+3.83%
YTD
+4.09%
1 Year
+9.04%
3 Years (annualized)
+16.18%
5 Years (annualized)
+8.57%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+8.97%
vs Peers
-4.89%

PCLCX Mutual Fund Performance

PCLCX performance across multiple time periods: 1-month 0.12%, YTD 4.09%, 1-year 9.04%, 3-year 16.18%, 5-year 8.57%, 10-year 13.03%.

PCLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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