PCSVX Mutual Fund

NAV$21.18

Returns Overview

1 Month
+5.12%
3 Months
+15.52%
6 Months
+18.25%
YTD
+16.77%
1 Year
+25.19%
3 Years (annualized)
+11.80%
5 Years (annualized)
+4.71%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCSVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.77%
Peer Avg (YTD)
+18.52%
vs Peers
-1.75%

PCSVX Mutual Fund Performance

PCSVX performance across multiple time periods: 1-month 5.12%, YTD 16.77%, 1-year 25.19%, 3-year 11.80%, 5-year 4.71%, 10-year 9.29%.

PCSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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