PCWQX Mutual Fund

PCWQX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+1.85%
3 Months
+1.60%
6 Months
+3.84%
YTD
+3.84%
1 Year
+6.52%
3 Years (annualized)
+8.29%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCWQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+2.93%
vs Peers
+0.91%

PCWQX Mutual Fund Performance

PCWQX performance across multiple time periods: 1-month 1.85%, YTD 3.84%, 1-year 6.52%, 3-year 8.29%, 5-year 2.91%, 10-year 4.22%.

PCWQX returns outperform the peer average of 2.93% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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