PCLVX Mutual Fund

NAV$24.80

Returns Overview

1 Month
-0.04%
3 Months
+9.62%
6 Months
+9.67%
YTD
+8.76%
1 Year
+9.80%
3 Years (annualized)
+13.59%
5 Years (annualized)
+9.64%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+9.49%
vs Peers
-0.73%

PCLVX Mutual Fund Performance

PCLVX performance across multiple time periods: 1-month -0.04%, YTD 8.76%, 1-year 9.80%, 3-year 13.59%, 5-year 9.64%, 10-year 9.77%.

PCLVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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