PCFAX Mutual Fund

PCFAX Mutual Fund

NAV$18.38
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Returns Overview

1 Month
-6.09%
3 Months
-7.50%
6 Months
+11.65%
YTD
+10.61%
1 Year
+16.67%
3 Years (annualized)
+20.77%
5 Years (annualized)
+10.90%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+7.91%
vs Peers
+2.70%

PCFAX Mutual Fund Performance

PCFAX performance across multiple time periods: 1-month -6.09%, YTD 10.61%, 1-year 16.67%, 3-year 20.77%, 5-year 10.90%, 10-year 13.06%.

PCFAX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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