PCTTX Mutual Fund

PCTTX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-0.31%
3 Months
-1.24%
6 Months
-1.82%
YTD
+0.19%
1 Year
+4.74%
3 Years (annualized)
+3.91%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTTX 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
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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)
+0.19%
Peer Avg (YTD)
+0.17%
vs Peers
+0.02%

PCTTX Mutual Fund Performance

PCTTX performance across multiple time periods: 1-month -0.31%, YTD 0.19%, 1-year 4.74%, 3-year 3.91%, 5-year 0.50%, 10-year 2.01%.

PCTTX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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