PCTGX Mutual Fund

NAV$10.60

Returns Overview

1 Month
+0.87%
3 Months
+2.24%
6 Months
+2.01%
YTD
+2.01%
1 Year
+6.33%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+1.98%
vs Peers
+0.03%

PCTGX Mutual Fund Performance

PCTGX performance across multiple time periods: 1-month 0.87%, YTD 2.01%, 1-year 6.33%, 3-year 3.56%, 5-year 0.24%, 10-year 1.51%.

PCTGX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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