PCDXX Mutual Fund

PCDXX Mutual Fund

NAV$1.00
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Returns Overview

3 Months
+0.75%
6 Months
+1.25%
YTD
+1.25%
1 Year
+3.13%
3 Years (annualized)
+3.17%
5 Years (annualized)
+2.57%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCDXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+2.25%
vs Peers
-1.00%

PCDXX Mutual Fund Performance

PCDXX performance across multiple time periods: YTD 1.25%, 1-year 3.13%, 3-year 3.17%, 5-year 2.57%, 10-year 1.59%.

PCDXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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