PCLNX Mutual Fund

PCLNX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
+10.11%
3 Months
-3.48%
6 Months
+25.71%
YTD
+34.73%
1 Year
+38.50%
3 Years (annualized)
+14.01%
5 Years (annualized)
+15.14%
10 Years (annualized)
+12.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLNX 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)
+34.73%
Peer Avg (YTD)
+14.43%
vs Peers
+20.30%

PCLNX Mutual Fund Performance

PCLNX performance across multiple time periods: 1-month 10.11%, YTD 34.73%, 1-year 38.50%, 3-year 14.01%, 5-year 15.14%, 10-year 12.40%.

PCLNX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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