PCGAX Mutual Fund

PCGAX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
-3.88%
3 Months
-4.29%
6 Months
+1.69%
YTD
+3.96%
1 Year
+6.07%
3 Years (annualized)
+14.01%
5 Years (annualized)
+6.77%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+4.97%
vs Peers
-1.00%

PCGAX Mutual Fund Performance

PCGAX performance across multiple time periods: 1-month -3.88%, YTD 3.96%, 1-year 6.07%, 3-year 14.01%, 5-year 6.77%, 10-year 6.57%.

PCGAX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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