PCTGX Mutual Fund

PCTGX Mutual Fund

NAV$10.35
See how much of PCTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.54%
3 Months
-1.31%
6 Months
-1.97%
YTD
-1.25%
1 Year
-1.20%
3 Years (annualized)
+4.39%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
-0.42%
vs Peers
-0.83%

PCTGX Mutual Fund Performance

PCTGX performance across multiple time periods: 1-month 3.54%, YTD -1.25%, 1-year -1.20%, 3-year 4.39%, 5-year -0.19%, 10-year 1.38%.

PCTGX returns trail the peer average of -0.42% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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