PCCOX Mutual Fund

NAV$76.51

Returns Overview

1 Month
-0.55%
3 Months
+16.13%
6 Months
+11.04%
YTD
+10.80%
1 Year
+23.27%
3 Years (annualized)
+21.57%
5 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCCOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+9.51%
vs Peers
+1.29%

PCCOX Mutual Fund Performance

PCCOX performance across multiple time periods: 1-month -0.55%, YTD 10.80%, 1-year 23.27%, 3-year 21.57%, 5-year 14.16%.

PCCOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

PCCOX performance comparison shows side-by-side returns with another fund. PCCOX alternatives are available in the Mutual Fund Screener.