PCFIX Mutual Fund

NAV$21.69

Returns Overview

1 Month
+4.63%
3 Months
+20.83%
6 Months
+21.13%
YTD
+19.81%
1 Year
+38.92%
3 Years (annualized)
+23.44%
5 Years (annualized)
+10.40%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCFIX 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)
+19.81%
Peer Avg (YTD)
+8.61%
vs Peers
+11.20%

PCFIX Mutual Fund Performance

PCFIX performance across multiple time periods: 1-month 4.63%, YTD 19.81%, 1-year 38.92%, 3-year 23.44%, 5-year 10.40%, 10-year 14.50%.

PCFIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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