PCEQX Mutual Fund

PCEQX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
-6.06%
3 Months
+0.49%
6 Months
+5.73%
YTD
+8.44%
1 Year
+13.12%
3 Years (annualized)
+13.83%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEQX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+10.00%
vs Peers
-1.56%

PCEQX Mutual Fund Performance

PCEQX performance across multiple time periods: 1-month -6.06%, YTD 8.44%, 1-year 13.12%, 3-year 13.83%, 5-year 7.86%, 10-year 8.82%.

PCEQX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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