PCBSX Mutual Fund

NAV$17.22

Returns Overview

1 Month
-0.29%
3 Months
+5.66%
6 Months
+9.25%
YTD
+8.35%
1 Year
+11.84%
3 Years (annualized)
+9.14%
5 Years (annualized)
+7.84%
10 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBSX 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
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+3.47%
vs Peers
+4.88%

PCBSX Mutual Fund Performance

PCBSX performance across multiple time periods: 1-month -0.29%, YTD 8.35%, 1-year 11.84%, 3-year 9.14%, 5-year 7.84%, 10-year 6.19%.

PCBSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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