PCWIX Mutual Fund

PCWIX Mutual Fund

NAV$20.68
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Returns Overview

1 Month
+1.56%
3 Months
+2.11%
6 Months
+6.84%
YTD
+11.07%
1 Year
+16.98%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCWIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+7.17%
vs Peers
+3.90%

PCWIX Mutual Fund Performance

PCWIX performance across multiple time periods: 1-month 1.56%, YTD 11.07%, 1-year 16.98%, 3-year 16.52%, 5-year 8.22%, 10-year 10.44%.

PCWIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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