PCLPX Mutual Fund

NAV$8.09

Returns Overview

1 Month
-8.56%
3 Months
-5.61%
6 Months
+22.29%
YTD
+22.29%
1 Year
+29.63%
3 Years (annualized)
+13.97%
5 Years (annualized)
+13.38%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCLPX 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)
+22.29%
Peer Avg (YTD)
+8.71%
vs Peers
+13.58%

PCLPX Mutual Fund Performance

PCLPX performance across multiple time periods: 1-month -8.56%, YTD 22.29%, 1-year 29.63%, 3-year 13.97%, 5-year 13.38%, 10-year 10.69%.

PCLPX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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