PCECX Mutual Fund

PCECX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+1.39%
3 Months
-1.08%
6 Months
-1.35%
YTD
-1.75%
1 Year
-1.71%
3 Years (annualized)
+4.39%
5 Years (annualized)
-0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCECX 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 MSCI Global Green Bond Index(^BBGMSCIGGBI)
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+2.28%
vs Peers
-4.04%

PCECX Mutual Fund Performance

PCECX performance across multiple time periods: 1-month 1.39%, YTD -1.75%, 1-year -1.71%, 3-year 4.39%, 5-year -0.28%.

PCECX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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