PCLPX Mutual Fund

PCLPX Mutual Fund

NAV$8.71
See how much of PCLPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.07%
3 Months
-3.56%
6 Months
+25.63%
YTD
+34.60%
1 Year
+38.38%
3 Years (annualized)
+13.99%
5 Years (annualized)
+15.19%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLPX 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)
+34.60%
Peer Avg (YTD)
+14.43%
vs Peers
+20.17%

PCLPX Mutual Fund Performance

PCLPX performance across multiple time periods: 1-month 10.07%, YTD 34.60%, 1-year 38.38%, 3-year 13.99%, 5-year 15.19%, 10-year 12.45%.

PCLPX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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