PCVCX Mutual Fund

PCVCX Mutual Fund

NAV$10.03
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Returns Overview

YTD
+5.80%
1 Year
+15.70%
3 Years (annualized)
+12.91%
5 Years (annualized)
+4.09%
10 Years (annualized)
+5.44%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+12.21%
vs Peers
-6.41%

PCVCX Mutual Fund Performance

PCVCX performance across multiple time periods: YTD 5.80%, 1-year 15.70%, 3-year 12.91%, 5-year 4.09%, 10-year 5.44%.

PCVCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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