PLCCX Mutual Fund

PLCCX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.77%
3 Months
-0.25%
6 Months
-0.14%
YTD
-0.07%
1 Year
+0.59%
3 Years (annualized)
+3.67%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCCX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasuries Index(G1O2)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+1.93%
vs Peers
-1.99%

PLCCX Mutual Fund Performance

PLCCX performance across multiple time periods: 1-month 0.77%, YTD -0.07%, 1-year 0.59%, 3-year 3.67%, 5-year 1.23%, 10-year 1.23%.

PLCCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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