PCLPX Mutual Fund

PCLPX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
+7.68%
3 Months
+8.38%
6 Months
+31.80%
YTD
+44.94%
1 Year
+48.56%
3 Years (annualized)
+16.80%
5 Years (annualized)
+17.21%
10 Years (annualized)
+13.12%

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
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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)
+44.94%
Peer Avg (YTD)
+24.08%
vs Peers
+20.86%

PCLPX Mutual Fund Performance

PCLPX performance across multiple time periods: 1-month 7.68%, YTD 44.94%, 1-year 48.56%, 3-year 16.80%, 5-year 17.21%, 10-year 13.12%.

PCLPX returns outperform the peer average of 24.08% 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.