PCPAX Mutual Fund

PCPAX Mutual Fund

NAV$25.51
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Returns Overview

1 Month
+4.85%
3 Months
+2.66%
6 Months
+8.47%
YTD
+15.36%
1 Year
+22.14%
3 Years (annualized)
+21.16%
5 Years (annualized)
+11.92%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCPAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.36%
Peer Avg (YTD)
+14.61%
vs Peers
+0.74%

PCPAX Mutual Fund Performance

PCPAX performance across multiple time periods: 1-month 4.85%, YTD 15.36%, 1-year 22.14%, 3-year 21.16%, 5-year 11.92%, 10-year 11.26%.

PCPAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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