PCFAX Mutual Fund

NAV$20.26

Returns Overview

1 Month
+4.53%
3 Months
+20.70%
6 Months
+20.85%
YTD
+19.58%
1 Year
+38.33%
3 Years (annualized)
+23.00%
5 Years (annualized)
+9.99%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.58%
Peer Avg (YTD)
+8.61%
vs Peers
+10.98%

PCFAX Mutual Fund Performance

PCFAX performance across multiple time periods: 1-month 4.53%, YTD 19.58%, 1-year 38.33%, 3-year 23.00%, 5-year 9.99%, 10-year 14.10%.

PCFAX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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