PCSVX Mutual Fund

PCSVX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
+0.39%
3 Months
+6.40%
6 Months
+10.70%
YTD
+19.69%
1 Year
+20.63%
3 Years (annualized)
+11.15%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCSVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+15.20%
vs Peers
+4.49%

PCSVX Mutual Fund Performance

PCSVX performance across multiple time periods: 1-month 0.39%, YTD 19.69%, 1-year 20.63%, 3-year 11.15%, 5-year 5.14%, 10-year 8.78%.

PCSVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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