PCTIX Mutual Fund

PCTIX Mutual Fund

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

Returns Overview

1 Month
+3.64%
3 Months
-1.04%
6 Months
-1.43%
YTD
-0.34%
1 Year
-0.11%
3 Years (annualized)
+5.55%
5 Years (annualized)
+0.92%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTIX 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)
-0.34%
Peer Avg (YTD)
-0.42%
vs Peers
+0.08%

PCTIX Mutual Fund Performance

PCTIX performance across multiple time periods: 1-month 3.64%, YTD -0.34%, 1-year -0.11%, 3-year 5.55%, 5-year 0.92%, 10-year 2.50%.

PCTIX returns outperform the peer average of -0.42% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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