PCGYX Mutual Fund

PCGYX Mutual Fund

NAV$30.07
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Returns Overview

1 Month
-1.19%
3 Months
-6.44%
6 Months
+11.09%
YTD
+11.98%
1 Year
+13.25%
3 Years (annualized)
+15.00%
5 Years (annualized)
+5.29%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCGYX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+10.47%
vs Peers
+1.51%

PCGYX Mutual Fund Performance

PCGYX performance across multiple time periods: 1-month -1.19%, YTD 11.98%, 1-year 13.25%, 3-year 15.00%, 5-year 5.29%, 10-year 11.04%.

PCGYX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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