PCLRX Mutual Fund

NAV$11.05

Returns Overview

1 Month
+0.91%
3 Months
+6.50%
6 Months
+9.25%
YTD
+8.72%
1 Year
+15.55%
3 Years (annualized)
+26.45%
5 Years (annualized)
+18.08%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+5.87%
vs Peers
+2.86%

PCLRX Mutual Fund Performance

PCLRX performance across multiple time periods: 1-month 0.91%, YTD 8.72%, 1-year 15.55%, 3-year 26.45%, 5-year 18.08%, 10-year 12.06%.

PCLRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

PCLRX performance comparison shows side-by-side returns with another fund. PCLRX alternatives are available in the Mutual Fund Screener.