PCOTX Mutual Fund

PCOTX Mutual Fund

NAV$21.63
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Returns Overview

1 Month
+2.85%
3 Months
+6.36%
6 Months
+8.63%
YTD
+11.53%
1 Year
+19.79%
3 Years (annualized)
+14.45%
5 Years (annualized)
+8.81%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCOTX 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)
+11.53%
Peer Avg (YTD)
+9.41%
vs Peers
+2.11%

PCOTX Mutual Fund Performance

PCOTX performance across multiple time periods: 1-month 2.85%, YTD 11.53%, 1-year 19.79%, 3-year 14.45%, 5-year 8.81%, 10-year 12.49%.

PCOTX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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