PCBIX Mutual Fund

NAV$40.47

Returns Overview

1 Month
+2.01%
3 Months
+6.51%
6 Months
-5.28%
YTD
-5.57%
1 Year
-9.04%
3 Years (annualized)
+7.95%
5 Years (annualized)
+4.39%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-5.57%
Peer Avg (YTD)
+10.82%
vs Peers
-16.38%

PCBIX Mutual Fund Performance

PCBIX performance across multiple time periods: 1-month 2.01%, YTD -5.57%, 1-year -9.04%, 3-year 7.95%, 5-year 4.39%, 10-year 11.35%.

PCBIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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