PCBKX Mutual Fund

NAV$14.20

Returns Overview

1 Month
+1.25%
3 Months
+15.39%
6 Months
+14.84%
YTD
+14.21%
1 Year
+30.32%
3 Years (annualized)
+17.50%
5 Years (annualized)
+16.89%
10 Years (annualized)
+22.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBKX 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)
+14.21%
Peer Avg (YTD)
+5.87%
vs Peers
+8.34%

PCBKX Mutual Fund Performance

PCBKX performance across multiple time periods: 1-month 1.25%, YTD 14.21%, 1-year 30.32%, 3-year 17.50%, 5-year 16.89%, 10-year 22.52%.

PCBKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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