PCLGX Mutual Fund

NAV$7.36
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Returns Overview

1 Month
+3.15%
3 Months
+3.10%
6 Months
+1.76%
YTD
+1.00%
1 Year
-0.29%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLGX 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
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📉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

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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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+1.51%
vs Peers
-0.51%

PCLGX Mutual Fund Performance

PCLGX performance across multiple time periods: 1-month 3.15%, YTD 1.00%, 1-year -0.29%, 3-year 5.30%, 5-year 0.91%.

PCLGX returns trail the peer average of 1.51% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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