PLCSX Mutual Fund

PLCSX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.60%
3 Months
-0.15%
6 Months
-0.03%
YTD
+0.13%
1 Year
+0.79%
3 Years (annualized)
+4.04%
5 Years (annualized)
+2.06%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+1.93%
vs Peers
-1.80%

PLCSX Mutual Fund Performance

PLCSX performance across multiple time periods: 1-month 0.60%, YTD 0.13%, 1-year 0.79%, 3-year 4.04%, 5-year 2.06%, 10-year 1.85%.

PLCSX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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