PCEIX Mutual Fund

PCEIX Mutual Fund

NAV$8.61
See how much of PCEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.30%
3 Months
-3.23%
6 Months
-1.60%
YTD
-2.25%
1 Year
-1.29%
3 Years (annualized)
+5.23%
5 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEIX 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
Bloomberg MSCI Global Green Bond Index(^BBGMSCIGGBI)
This Mutual Fund (YTD)
-2.25%
Peer Avg (YTD)
+0.50%
vs Peers
-2.75%

PCEIX Mutual Fund Performance

PCEIX performance across multiple time periods: 1-month -2.30%, YTD -2.25%, 1-year -1.29%, 3-year 5.23%, 5-year 0.75%.

PCEIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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