PCPTX Mutual Fund

PCPTX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
+9.13%
3 Months
+5.94%
6 Months
+11.02%
YTD
+12.85%
1 Year
+25.79%
3 Years (annualized)
+8.24%
5 Years (annualized)
+10.83%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCPTX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+20.35%
vs Peers
-7.50%

PCPTX Mutual Fund Performance

PCPTX performance across multiple time periods: 1-month 9.13%, YTD 12.85%, 1-year 25.79%, 3-year 8.24%, 5-year 10.83%, 10-year 8.00%.

PCPTX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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