PCEPX Mutual Fund

PCEPX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+1.49%
3 Months
-0.80%
6 Months
-0.80%
YTD
-0.87%
1 Year
-0.65%
3 Years (annualized)
+5.47%
5 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEPX 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)
-0.87%
Peer Avg (YTD)
+2.28%
vs Peers
-3.16%

PCEPX Mutual Fund Performance

PCEPX performance across multiple time periods: 1-month 1.49%, YTD -0.87%, 1-year -0.65%, 3-year 5.47%, 5-year 0.73%.

PCEPX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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