PCTTX Mutual Fund

NAV$10.60

Returns Overview

1 Month
+0.93%
3 Months
+2.43%
6 Months
+2.39%
YTD
+2.39%
1 Year
+7.13%
3 Years (annualized)
+4.34%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.27%

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
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)
+2.39%
Peer Avg (YTD)
+1.98%
vs Peers
+0.41%

PCTTX Mutual Fund Performance

PCTTX performance across multiple time periods: 1-month 0.93%, YTD 2.39%, 1-year 7.13%, 3-year 4.34%, 5-year 1.00%, 10-year 2.27%.

PCTTX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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