PCTPX Mutual Fund

PCTPX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
+3.63%
3 Months
-1.07%
6 Months
-1.48%
YTD
-0.43%
1 Year
-0.21%
3 Years (annualized)
+5.44%
5 Years (annualized)
+0.81%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCTPX 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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
-0.42%
vs Peers
-0.00%

PCTPX Mutual Fund Performance

PCTPX performance across multiple time periods: 1-month 3.63%, YTD -0.43%, 1-year -0.21%, 3-year 5.44%, 5-year 0.81%, 10-year 2.40%.

PCTPX returns trail the peer average of -0.42% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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