PCWPX Mutual Fund

PCWPX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
+0.20%
3 Months
+3.59%
6 Months
+7.22%
YTD
+9.25%
1 Year
+17.55%
3 Years (annualized)
+14.93%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCWPX 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)
+9.25%
Peer Avg (YTD)
+6.57%
vs Peers
+2.68%

PCWPX Mutual Fund Performance

PCWPX performance across multiple time periods: 1-month 0.20%, YTD 9.25%, 1-year 17.55%, 3-year 14.93%, 5-year 8.01%, 10-year 10.03%.

PCWPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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