PCPAX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-0.08%
3 Months
+9.60%
6 Months
+9.55%
YTD
+8.64%
1 Year
+9.58%
3 Years (annualized)
+13.34%
5 Years (annualized)
+9.38%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+9.49%
vs Peers
-0.85%

PCPAX Mutual Fund Performance

PCPAX performance across multiple time periods: 1-month -0.08%, YTD 8.64%, 1-year 9.58%, 3-year 13.34%, 5-year 9.38%, 10-year 9.69%.

PCPAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

PCPAX performance comparison shows side-by-side returns with another fund. PCPAX alternatives are available in the Mutual Fund Screener.