PCIPX Mutual Fund

PCIPX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-3.73%
3 Months
-5.08%
6 Months
-3.51%
YTD
-3.58%
1 Year
-2.28%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.88%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIPX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-3.58%
Peer Avg (YTD)
-3.88%
vs Peers
+0.29%

PCIPX Mutual Fund Performance

PCIPX performance across multiple time periods: 1-month -3.73%, YTD -3.58%, 1-year -2.28%, 3-year 3.54%, 5-year 0.88%, 10-year 1.66%.

PCIPX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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