PCLIX Mutual Fund

PCLIX Mutual Fund

NAV$8.49
See how much of PCLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.65%
3 Months
+8.34%
6 Months
+31.95%
YTD
+44.86%
1 Year
+48.69%
3 Years (annualized)
+16.86%
5 Years (annualized)
+17.32%
10 Years (annualized)
+13.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+44.86%
Peer Avg (YTD)
+24.08%
vs Peers
+20.78%

PCLIX Mutual Fund Performance

PCLIX performance across multiple time periods: 1-month 7.65%, YTD 44.86%, 1-year 48.69%, 3-year 16.86%, 5-year 17.32%, 10-year 13.23%.

PCLIX returns outperform the peer average of 24.08% 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.