PBCJX Mutual Fund

NAV$36.41

Returns Overview

1 Month
-1.94%
3 Months
-4.57%
6 Months
-4.87%
YTD
-1.47%
1 Year
+2.17%
3 Years
+20.25%
5 Years
+11.05%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PBCJX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.47%
Peer Avg (YTD)
+0.87%
vs Peers
-2.33%

PBCJX Mutual Fund Performance

PBCJX performance across multiple time periods: 1-month -1.94%, YTD -1.47%, 1-year 2.17%, 3-year 20.25%, 5-year 11.05%.

PBCJX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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