PLCGX Mutual Fund

PLCGX Mutual Fund

NAV$16.05
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Returns Overview

1 Month
+1.87%
3 Months
+2.30%
6 Months
+18.39%
YTD
+5.04%
1 Year
+4.21%
3 Years (annualized)
+15.67%
5 Years (annualized)
+5.95%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCGX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+8.68%
vs Peers
-3.64%

PLCGX Mutual Fund Performance

PLCGX performance across multiple time periods: 1-month 1.87%, YTD 5.04%, 1-year 4.21%, 3-year 15.67%, 5-year 5.95%, 10-year 15.22%.

PLCGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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