PCTRX Mutual Fund

PCTRX Mutual Fund

NAV$5.03
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Returns Overview

1 Month
-3.22%
3 Months
-3.29%
6 Months
-2.20%
YTD
-3.54%
1 Year
-3.57%
3 Years (annualized)
+7.95%
5 Years (annualized)
+6.85%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTRX 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 Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-3.54%
Peer Avg (YTD)
-1.59%
vs Peers
-1.95%

PCTRX Mutual Fund Performance

PCTRX performance across multiple time periods: 1-month -3.22%, YTD -3.54%, 1-year -3.57%, 3-year 7.95%, 5-year 6.85%, 10-year 5.00%.

PCTRX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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