PCVCX Mutual Fund

NAV$10.03

Returns Overview

6 Months
+6.48%
YTD
+5.80%
1 Year
+18.86%
3 Years (annualized)
+9.03%
5 Years (annualized)
+4.66%
10 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCVCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+18.52%
vs Peers
-12.72%

PCVCX Mutual Fund Performance

PCVCX performance across multiple time periods: YTD 5.80%, 1-year 18.86%, 3-year 9.03%, 5-year 4.66%, 10-year 5.75%.

PCVCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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