PCAQX Mutual Fund

PCAQX Mutual Fund

NAV$91.56
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Returns Overview

1 Month
-2.04%
3 Months
-0.46%
6 Months
+2.67%
YTD
+7.58%
1 Year
+7.06%
3 Years (annualized)
+20.79%
5 Years (annualized)
+10.79%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCAQX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+17.72%
vs Peers
-10.14%

PCAQX Mutual Fund Performance

PCAQX performance across multiple time periods: 1-month -2.04%, YTD 7.58%, 1-year 7.06%, 3-year 20.79%, 5-year 10.79%, 10-year 14.82%.

PCAQX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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