PCRIX Mutual Fund

NAV$16.46

Returns Overview

1 Month
-8.90%
3 Months
-6.27%
6 Months
+13.81%
YTD
+13.81%
1 Year
+26.75%
3 Years (annualized)
+12.86%
5 Years (annualized)
+8.91%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCRIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+8.71%
vs Peers
+5.10%

PCRIX Mutual Fund Performance

PCRIX performance across multiple time periods: 1-month -8.90%, YTD 13.81%, 1-year 26.75%, 3-year 12.86%, 5-year 8.91%, 10-year 6.63%.

PCRIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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