PCVRX Mutual Fund

NAV$31.53

Returns Overview

1 Month
+0.49%
3 Months
+18.61%
6 Months
+21.21%
YTD
+19.39%
1 Year
+27.89%
3 Years (annualized)
+15.97%
5 Years (annualized)
+5.94%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCVRX 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

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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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+19.39%
Peer Avg (YTD)
+18.00%
vs Peers
+1.39%

PCVRX Mutual Fund Performance

PCVRX performance across multiple time periods: 1-month 0.49%, YTD 19.39%, 1-year 27.89%, 3-year 15.97%, 5-year 5.94%, 10-year 11.54%.

PCVRX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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