PCLVX Mutual Fund

PCLVX Mutual Fund

NAV$24.31
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Returns Overview

1 Month
+3.41%
3 Months
+5.71%
6 Months
+9.18%
YTD
+12.47%
1 Year
+24.75%
3 Years (annualized)
+16.95%
5 Years (annualized)
+12.30%
10 Years (annualized)
+11.20%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+11.41%
vs Peers
+1.05%

PCLVX Mutual Fund Performance

PCLVX performance across multiple time periods: 1-month 3.41%, YTD 12.47%, 1-year 24.75%, 3-year 16.95%, 5-year 12.30%, 10-year 11.20%.

PCLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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