PCWSX Mutual Fund

PCWSX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
+3.58%
3 Months
+3.52%
6 Months
+9.68%
YTD
+18.32%
1 Year
+23.28%
3 Years (annualized)
+5.89%
5 Years (annualized)
+9.11%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCWSX 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)
+18.32%
Peer Avg (YTD)
+16.11%
vs Peers
+2.21%

PCWSX Mutual Fund Performance

PCWSX performance across multiple time periods: 1-month 3.58%, YTD 18.32%, 1-year 23.28%, 3-year 5.89%, 5-year 9.11%, 10-year 7.95%.

PCWSX returns outperform the peer average of 16.11% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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