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PCBIX: MIDCAP FUND (F/K/A MIDCAP BLEND FUND) INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 39.42 0.19(0.48%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/20/2001 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 5.45% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | -7.9 | -9.2 | 8.9 | 2.1 | 9.7 | 10.8 | 10.1 | 9.8 | 1.6 | 20.0 | 25.9 | -25.4 | 15.8 | 17.0 | 42.9 | -6.9 | 25.3 | 10.3 | 1.4 | 12.8 | 33.6 | 19.2 | 8.0 | 23.8 | 33.1 | -33.8 | 9.5 | 14.0 | 3.9 | 9.8 | 32.7 | -8.5 | 1.6 |
| Sharpe Ratio | NA | -1.13 | -0.74 | 0.4 | -0.02 | 0.42 | NA | NA | 0.47 | -0.07 | 1.17 | 1.47 | -1.0 | 0.9 | 0.47 | 3.42 | -0.52 | 3.28 | 0.67 | 0.09 | 1.09 | 3.03 | 1.57 | 0.35 | 1.37 | 1.32 | -0.94 | 0.45 | 1.06 | 0.15 | 0.7 | 2.48 | -0.56 | 11.28 |
| Draw Down(%) | NA | 16.4 | 19.3 | 19.3 | 36.4 | 40.6 | NA | NA | 50.4 | 15.6 | 7.6 | 12.2 | 30.4 | 13.5 | 40.6 | 5.3 | 19.7 | 2.9 | 14.1 | 12.2 | 9.2 | 6.9 | 9.0 | 19.6 | 11.5 | 24.1 | 48.7 | 10.5 | 8.5 | 6.1 | 8.1 | 10.1 | 21.3 | 0.8 |
| Standard Deviation(%) | NA | 16.9 | 14.3 | 15.8 | 19.0 | 19.3 | NA | NA | 18.5 | 18.1 | 14.0 | 15.3 | 27.0 | 17.5 | 35.6 | 12.1 | 16.0 | 7.6 | 15.0 | 14.9 | 11.7 | 11.1 | 12.2 | 22.7 | 17.3 | 24.9 | 36.9 | 14.2 | 10.1 | 11.5 | 12.6 | 12.9 | 17.1 | 8.4 |
| Treynor Ratio | NA | -0.26 | -0.15 | 0.08 | 0.0 | 0.1 | NA | NA | 0.11 | -0.02 | 0.2 | 0.27 | -0.33 | 0.21 | 0.23 | 0.5 | -0.1 | 0.3 | 0.12 | 0.01 | 0.17 | 0.42 | 0.27 | 0.1 | 0.31 | 0.43 | -0.45 | 0.08 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.12 | -0.07 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.03 | 0.02 | 0.02 | -0.01 | 0.01 | -0.02 | 0.05 | -0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 | 0.03 | 0.04 | 0.01 | 0.01 | 0.02 | -0.02 | 0.03 | NA | NA | NA | NA | NA |
| Beta | NA | 0.74 | 0.71 | 0.78 | 0.8 | 0.78 | NA | NA | 0.78 | 0.75 | 0.84 | 0.84 | 0.81 | 0.74 | 0.73 | 0.83 | 0.85 | 0.83 | 0.87 | 0.91 | 0.74 | 0.8 | 0.72 | 0.78 | 0.76 | 0.76 | 0.77 | 0.79 | 0.68 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.67 | 0.62 | 0.78 | 0.82 | 0.72 | NA | NA | 0.74 | 0.78 | 0.82 | 0.85 | 0.92 | 0.6 | 0.52 | 0.9 | 0.93 | 0.81 | 0.86 | 0.94 | 0.74 | 0.92 | 0.91 | 0.94 | 0.94 | 0.83 | 0.94 | 0.93 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.4 | 4.8 | 2.5 | 4.8 | 6.8 | 6.9 | N/A | 5.6 | 3.9 | 3.1 | 0.0 | 0.0 | 0.0 | 6.5 | 10.1 | 4.0 | 2.7 | 6.0 | 5.7 | 3.0 | 3.1 | 6.6 | 5.9 | 1.0 | 3.8 | 10.6 | 10.9 | 0.6 | 0.3 | 1.2 | 0.9 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 71.2 | N/A | -14.0 | 24.4 | N/A | N/A | N/A | 71.2 | 51.1 | N/A | N/A | N/A | -100.0 | -47.1 | 207.5 | 60.8 | -57.4 | 14.3 | 142.7 | 12.6 | -52.5 | 30.2 | 675.0 | -83.2 | -64.5 | -1.5 | 1875.0 | 130.3 | -71.3 | 27.8 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/2005
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