PCFEX Mutual Fund

NAV$16.69

Returns Overview

1 Month
+4.49%
3 Months
+20.49%
6 Months
+20.38%
YTD
+19.08%
1 Year
+37.28%
3 Years (annualized)
+22.08%
5 Years (annualized)
+9.18%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFEX 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)
+19.08%
Peer Avg (YTD)
+8.61%
vs Peers
+10.47%

PCFEX Mutual Fund Performance

PCFEX performance across multiple time periods: 1-month 4.49%, YTD 19.08%, 1-year 37.28%, 3-year 22.08%, 5-year 9.18%, 10-year 13.25%.

PCFEX returns outperform the peer average of 8.61% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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