PCIIX Mutual Fund

NAV$9.55

Returns Overview

1 Month
+0.61%
3 Months
+2.19%
6 Months
-0.20%
YTD
-0.20%
1 Year
+3.63%
3 Years (annualized)
+5.27%
5 Years (annualized)
+1.86%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+0.99%
vs Peers
-1.19%

PCIIX Mutual Fund Performance

PCIIX performance across multiple time periods: 1-month 0.61%, YTD -0.20%, 1-year 3.63%, 3-year 5.27%, 5-year 1.86%, 10-year 2.01%.

PCIIX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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