PCLIX Mutual Fund

PCLIX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+2.18%
3 Months
+21.13%
6 Months
+14.33%
YTD
+48.01%
1 Year
+50.31%
3 Years (annualized)
+16.86%
5 Years (annualized)
+17.32%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+48.01%
Peer Avg (YTD)
+22.38%
vs Peers
+25.63%

PCLIX Mutual Fund Performance

PCLIX performance across multiple time periods: 1-month 2.18%, YTD 48.01%, 1-year 50.31%, 3-year 16.86%, 5-year 17.32%, 10-year 13.23%.

PCLIX returns outperform the peer average of 22.38% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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