PCLIX Mutual Fund

PCLIX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+10.13%
3 Months
-3.49%
6 Months
+25.76%
YTD
+34.57%
1 Year
+38.54%
3 Years (annualized)
+14.12%
5 Years (annualized)
+15.30%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLIX 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)
+34.57%
Peer Avg (YTD)
+14.43%
vs Peers
+20.14%

PCLIX Mutual Fund Performance

PCLIX performance across multiple time periods: 1-month 10.13%, YTD 34.57%, 1-year 38.54%, 3-year 14.12%, 5-year 15.30%, 10-year 12.56%.

PCLIX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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