PCBCX Mutual Fund

NAV$14.05

Returns Overview

1 Month
+1.14%
3 Months
+15.06%
6 Months
+14.28%
YTD
+13.64%
1 Year
+28.94%
3 Years (annualized)
+16.26%
5 Years (annualized)
+14.06%
10 Years (annualized)
+20.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBCX 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 Index(SPX)
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+5.87%
vs Peers
+7.78%

PCBCX Mutual Fund Performance

PCBCX performance across multiple time periods: 1-month 1.14%, YTD 13.64%, 1-year 28.94%, 3-year 16.26%, 5-year 14.06%, 10-year 20.17%.

PCBCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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