PCMSX Mutual Fund

PCMSX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
-5.07%
3 Months
-2.38%
6 Months
+6.68%
YTD
+10.80%
1 Year
+11.77%
3 Years (annualized)
+14.81%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMSX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+6.73%
vs Peers
+4.07%

PCMSX Mutual Fund Performance

PCMSX performance across multiple time periods: 1-month -5.07%, YTD 10.80%, 1-year 11.77%, 3-year 14.81%, 5-year 9.22%, 10-year 10.80%.

PCMSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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