PCTIX Mutual Fund

PCTIX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
-4.25%
3 Months
-6.25%
6 Months
-3.88%
YTD
-3.85%
1 Year
-2.31%
3 Years (annualized)
+4.27%
5 Years (annualized)
+0.85%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTIX 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 California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-3.85%
Peer Avg (YTD)
-3.88%
vs Peers
+0.03%

PCTIX Mutual Fund Performance

PCTIX performance across multiple time periods: 1-month -4.25%, YTD -3.85%, 1-year -2.31%, 3-year 4.27%, 5-year 0.85%, 10-year 2.37%.

PCTIX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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