PCOTX Mutual Fund

PCOTX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
+3.68%
3 Months
+5.60%
6 Months
+13.16%
YTD
+15.63%
1 Year
+22.09%
3 Years (annualized)
+19.56%
5 Years (annualized)
+14.87%
10 Years (annualized)
+20.45%

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)
+15.63%
Peer Avg (YTD)
+11.21%
vs Peers
+4.42%

PCOTX Mutual Fund Performance

PCOTX performance across multiple time periods: 1-month 3.68%, YTD 15.63%, 1-year 22.09%, 3-year 19.56%, 5-year 14.87%, 10-year 20.45%.

PCOTX returns outperform the peer average of 11.21% 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.