PCMSX Mutual Fund

PCMSX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+4.76%
3 Months
+1.01%
6 Months
+5.68%
YTD
+17.20%
1 Year
+20.51%
3 Years (annualized)
+16.83%
5 Years (annualized)
+8.60%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.20%
Peer Avg (YTD)
+10.76%
vs Peers
+6.44%

PCMSX Mutual Fund Performance

PCMSX performance across multiple time periods: 1-month 4.76%, YTD 17.20%, 1-year 20.51%, 3-year 16.83%, 5-year 8.60%, 10-year 11.10%.

PCMSX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

PCMSX vs another fund shows side-by-side returns. PCMSX alternatives are available in the Mutual Fund Screener.