PCLAX Mutual Fund

NAV$7.84

Returns Overview

1 Month
-8.51%
3 Months
-5.54%
6 Months
+22.12%
YTD
+22.12%
1 Year
+29.33%
3 Years (annualized)
+13.61%
5 Years (annualized)
+13.02%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.12%
Peer Avg (YTD)
+8.71%
vs Peers
+13.41%

PCLAX Mutual Fund Performance

PCLAX performance across multiple time periods: 1-month -8.51%, YTD 22.12%, 1-year 29.33%, 3-year 13.61%, 5-year 13.02%, 10-year 10.31%.

PCLAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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