PCLRX Mutual Fund

PCLRX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
-1.35%
3 Months
+0.08%
6 Months
+4.67%
YTD
+7.26%
1 Year
+14.01%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.61%
10 Years (annualized)
+6.28%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+5.54%
vs Peers
+1.72%

PCLRX Mutual Fund Performance

PCLRX performance across multiple time periods: 1-month -1.35%, YTD 7.26%, 1-year 14.01%, 3-year 13.00%, 5-year 6.61%, 10-year 6.28%.

PCLRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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