PBCKX Mutual Fund

NAV$36.95

Returns Overview

1 Month
-1.94%
3 Months
-4.55%
6 Months
-4.83%
YTD
-1.47%
1 Year
+2.28%
3 Years
+20.34%
5 Years
+11.16%
10 Years
+16.63%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PBCKX 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
-2.34%

PBCKX Mutual Fund Performance

PBCKX performance across multiple time periods: 1-month -1.94%, YTD -1.47%, 1-year 2.28%, 3-year 20.34%, 5-year 11.16%, 10-year 16.63%.

PBCKX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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