PCARX Mutual Fund

PCARX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-3.01%
3 Months
-3.71%
6 Months
-1.67%
YTD
-3.70%
1 Year
-1.98%
3 Years (annualized)
+6.20%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCARX 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 BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-3.70%
Peer Avg (YTD)
+5.40%
vs Peers
-9.10%

PCARX Mutual Fund Performance

PCARX performance across multiple time periods: 1-month -3.01%, YTD -3.70%, 1-year -1.98%, 3-year 6.20%, 5-year 3.63%, 10-year 4.06%.

PCARX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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