PCTEX Mutual Fund

NAV$7.34

Returns Overview

1 Month
+3.14%
3 Months
+3.04%
6 Months
+1.64%
YTD
+0.94%
1 Year
-0.41%
3 Years (annualized)
+5.10%
5 Years (annualized)
+0.69%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTEX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+1.51%
vs Peers
-0.56%

PCTEX Mutual Fund Performance

PCTEX performance across multiple time periods: 1-month 3.14%, YTD 0.94%, 1-year -0.41%, 3-year 5.10%, 5-year 0.69%, 10-year 2.16%.

PCTEX returns trail the peer average of 1.51% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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