PCCPX Mutual Fund

NAV$20.40

Returns Overview

1 Month
-1.50%
3 Months
+3.40%
6 Months
+9.50%
YTD
+13.52%
1 Year
+38.68%
3 Years (annualized)
+23.30%
5 Years (annualized)
+10.27%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCCPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+8.61%
vs Peers
+4.92%

PCCPX Mutual Fund Performance

PCCPX performance across multiple time periods: 1-month -1.50%, YTD 13.52%, 1-year 38.68%, 3-year 23.30%, 5-year 10.27%, 10-year 14.38%.

PCCPX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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