PLCGX Mutual Fund

PLCGX Mutual Fund

NAV$16.36
See how much of PLCGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.79%
3 Months
+0.38%
6 Months
+2.62%
YTD
-0.19%
1 Year
+1.04%
3 Years (annualized)
+14.17%
5 Years (annualized)
+5.79%
10 Years (annualized)
+14.77%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+6.23%
vs Peers
-6.42%

PLCGX Mutual Fund Performance

PLCGX performance across multiple time periods: 1-month -2.79%, YTD -0.19%, 1-year 1.04%, 3-year 14.17%, 5-year 5.79%, 10-year 14.77%.

PLCGX returns trail the peer average of 6.23% 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.