PCMRX Mutual Fund

PCMRX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
-4.06%
3 Months
-0.75%
6 Months
+4.26%
YTD
-0.58%
1 Year
+8.05%
3 Years (annualized)
+3.04%
5 Years (annualized)
+15.21%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMRX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
-4.16%
vs Peers
+3.58%

PCMRX Mutual Fund Performance

PCMRX performance across multiple time periods: 1-month -4.06%, YTD -0.58%, 1-year 8.05%, 3-year 3.04%, 5-year 15.21%, 10-year 5.77%.

PCMRX returns outperform the peer average of -4.16% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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