PCIIX Mutual Fund

PCIIX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-2.21%
3 Months
-2.72%
6 Months
-0.59%
YTD
-2.92%
1 Year
-1.11%
3 Years (annualized)
+5.04%
5 Years (annualized)
+1.73%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIIX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.92%
Peer Avg (YTD)
-1.59%
vs Peers
-1.33%

PCIIX Mutual Fund Performance

PCIIX performance across multiple time periods: 1-month -2.21%, YTD -2.92%, 1-year -1.11%, 3-year 5.04%, 5-year 1.73%, 10-year 1.84%.

PCIIX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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