PCTPX Mutual Fund

NAV$10.63

Returns Overview

1 Month
+0.95%
3 Months
+2.50%
6 Months
+2.51%
YTD
+2.51%
1 Year
+7.40%
3 Years (annualized)
+4.60%
5 Years (annualized)
+1.25%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTPX 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 California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+1.98%
vs Peers
+0.54%

PCTPX Mutual Fund Performance

PCTPX performance across multiple time periods: 1-month 0.95%, YTD 2.51%, 1-year 7.40%, 3-year 4.60%, 5-year 1.25%, 10-year 2.53%.

PCTPX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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