PCVRX Mutual Fund

PCVRX Mutual Fund

NAV$30.14
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Returns Overview

1 Month
+0.69%
3 Months
-4.91%
6 Months
+8.56%
YTD
+14.70%
1 Year
+17.66%
3 Years (annualized)
+14.28%
5 Years (annualized)
+4.51%
10 Years (annualized)
+10.35%

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
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📉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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+14.70%
Peer Avg (YTD)
+12.29%
vs Peers
+2.41%

PCVRX Mutual Fund Performance

PCVRX performance across multiple time periods: 1-month 0.69%, YTD 14.70%, 1-year 17.66%, 3-year 14.28%, 5-year 4.51%, 10-year 10.35%.

PCVRX returns outperform the peer average of 12.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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