PLCPX Mutual Fund

NAV$8.42

Returns Overview

1 Month
-3.77%
3 Months
-3.44%
6 Months
-5.18%
YTD
-5.18%
1 Year
+5.46%
3 Years (annualized)
+4.73%
5 Years (annualized)
-2.07%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-5.18%
Peer Avg (YTD)
+3.23%
vs Peers
-8.41%

PLCPX Mutual Fund Performance

PLCPX performance across multiple time periods: 1-month -3.77%, YTD -5.18%, 1-year 5.46%, 3-year 4.73%, 5-year -2.07%, 10-year 2.56%.

PLCPX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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