PCTRX Mutual Fund

PCTRX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
-0.72%
3 Months
-1.18%
6 Months
-1.95%
YTD
-0.97%
1 Year
+1.13%
3 Years (annualized)
+3.96%
5 Years (annualized)
-2.72%
10 Years (annualized)
+0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTRX 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 Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-0.97%
Peer Avg (YTD)
+0.25%
vs Peers
-1.22%

PCTRX Mutual Fund Performance

PCTRX performance across multiple time periods: 1-month -0.72%, YTD -0.97%, 1-year 1.13%, 3-year 3.96%, 5-year -2.72%, 10-year 0.30%.

PCTRX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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