PLCPX Mutual Fund

PLCPX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
-5.19%
3 Months
-7.73%
6 Months
-5.20%
YTD
-6.14%
1 Year
-6.09%
3 Years (annualized)
+4.55%
5 Years (annualized)
-3.04%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCPX 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 US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-6.14%
Peer Avg (YTD)
+0.50%
vs Peers
-6.64%

PLCPX Mutual Fund Performance

PLCPX performance across multiple time periods: 1-month -5.19%, YTD -6.14%, 1-year -6.09%, 3-year 4.55%, 5-year -3.04%, 10-year 1.87%.

PLCPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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