PCPAX Mutual Fund

PCPAX Mutual Fund

NAV$25.02
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Returns Overview

1 Month
+3.43%
3 Months
+5.66%
6 Months
+9.11%
YTD
+12.37%
1 Year
+24.47%
3 Years (annualized)
+16.69%
5 Years (annualized)
+12.04%
10 Years (annualized)
+10.94%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+11.41%
vs Peers
+0.95%

PCPAX Mutual Fund Performance

PCPAX performance across multiple time periods: 1-month 3.43%, YTD 12.37%, 1-year 24.47%, 3-year 16.69%, 5-year 12.04%, 10-year 10.94%.

PCPAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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