PCNTX Mutual Fund

PCNTX Mutual Fund

NAV$31.40
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Returns Overview

1 Month
-5.97%
3 Months
+0.03%
6 Months
+9.09%
YTD
+14.29%
1 Year
+18.81%
3 Years (annualized)
+13.50%
5 Years (annualized)
+5.32%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCNTX 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
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📉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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+13.29%
vs Peers
+1.00%

PCNTX Mutual Fund Performance

PCNTX performance across multiple time periods: 1-month -5.97%, YTD 14.29%, 1-year 18.81%, 3-year 13.50%, 5-year 5.32%, 10-year 11.01%.

PCNTX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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