PCMVX Mutual Fund

PCMVX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
+1.20%
3 Months
+4.54%
6 Months
+10.05%
YTD
+15.72%
1 Year
+19.42%
3 Years (annualized)
+12.68%
5 Years (annualized)
+8.88%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMVX 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)
+15.72%
Peer Avg (YTD)
+9.54%
vs Peers
+6.18%

PCMVX Mutual Fund Performance

PCMVX performance across multiple time periods: 1-month 1.20%, YTD 15.72%, 1-year 19.42%, 3-year 12.68%, 5-year 8.88%, 10-year 10.32%.

PCMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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