PCODX Mutual Fund

PCODX Mutual Fund

NAV$35.47
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Returns Overview

1 Month
+1.94%
3 Months
-1.89%
6 Months
+4.55%
YTD
+9.88%
1 Year
+18.21%
3 Years (annualized)
+20.92%
5 Years (annualized)
+11.82%
10 Years (annualized)
+15.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCODX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+11.21%
vs Peers
-1.33%

PCODX Mutual Fund Performance

PCODX performance across multiple time periods: 1-month 1.94%, YTD 9.88%, 1-year 18.21%, 3-year 20.92%, 5-year 11.82%, 10-year 15.16%.

PCODX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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