PCTIX Mutual Fund

PCTIX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-1.81%
3 Months
-0.39%
6 Months
+0.03%
YTD
+0.70%
1 Year
+6.25%
3 Years (annualized)
+4.00%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTIX 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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.39%
vs Peers
+0.32%

PCTIX Mutual Fund Performance

PCTIX performance across multiple time periods: 1-month -1.81%, YTD 0.70%, 1-year 6.25%, 3-year 4.00%, 5-year 0.80%, 10-year 2.44%.

PCTIX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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