PLCDX Mutual Fund

PLCDX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
-0.55%
3 Months
+1.03%
6 Months
+2.17%
YTD
+3.05%
1 Year
+7.48%
3 Years (annualized)
+7.59%
5 Years (annualized)
+2.43%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+3.39%
vs Peers
-0.34%

PLCDX Mutual Fund Performance

PLCDX performance across multiple time periods: 1-month -0.55%, YTD 3.05%, 1-year 7.48%, 3-year 7.59%, 5-year 2.43%, 10-year 4.29%.

PLCDX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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