PCFIX Mutual Fund

PCFIX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
-6.04%
3 Months
-7.45%
6 Months
+11.83%
YTD
+10.88%
1 Year
+17.12%
3 Years (annualized)
+21.20%
5 Years (annualized)
+11.27%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFIX 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)
+10.88%
Peer Avg (YTD)
+7.92%
vs Peers
+2.96%

PCFIX Mutual Fund Performance

PCFIX performance across multiple time periods: 1-month -6.04%, YTD 10.88%, 1-year 17.12%, 3-year 21.20%, 5-year 11.27%, 10-year 13.45%.

PCFIX returns outperform the peer average of 7.92% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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