PCEBX Mutual Fund

PCEBX Mutual Fund

NAV$8.64
See how much of PCEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
-0.87%
6 Months
-0.96%
YTD
-1.13%
1 Year
-0.96%
3 Years (annualized)
+5.16%
5 Years (annualized)
+0.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg MSCI Global Green Bond Index(^BBGMSCIGGBI)
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
+2.28%
vs Peers
-3.41%

PCEBX Mutual Fund Performance

PCEBX performance across multiple time periods: 1-month 1.46%, YTD -1.13%, 1-year -0.96%, 3-year 5.16%, 5-year 0.44%.

PCEBX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

PCEBX vs another fund shows side-by-side returns. PCEBX alternatives are available in the Mutual Fund Screener.