PCMVX Mutual Fund

NAV$18.09

Returns Overview

1 Month
+2.88%
3 Months
+9.15%
6 Months
+14.35%
YTD
+13.24%
1 Year
+25.95%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+10.82%
vs Peers
+2.43%

PCMVX Mutual Fund Performance

PCMVX performance across multiple time periods: 1-month 2.88%, YTD 13.24%, 1-year 25.95%, 3-year 13.59%, 5-year 8.92%.

PCMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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