PBRCX Mutual Fund

NAV$2.80

Returns Overview

1 Month
+1.80%
3 Months
-12.38%
6 Months
-8.41%
YTD
-8.12%
1 Year
-15.01%
3 Years (annualized)
-12.93%
5 Years (annualized)
-10.68%
10 Years (annualized)
-14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBRCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-8.12%
Peer Avg (YTD)
+3.47%
vs Peers
-11.59%

PBRCX Mutual Fund Performance

PBRCX performance across multiple time periods: 1-month 1.80%, YTD -8.12%, 1-year -15.01%, 3-year -12.93%, 5-year -10.68%, 10-year -14.36%.

PBRCX returns trail the peer average of 3.47% YTD. With an expense ratio of 3.45%, investors should weigh costs against performance when evaluating this mutual fund.

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