POBCX Mutual Fund

NAV$11.40

Returns Overview

1 Month
+0.27%
3 Months
+6.73%
6 Months
+5.23%
YTD
+5.04%
1 Year
+10.60%
3 Years (annualized)
+9.32%
5 Years (annualized)
+2.88%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POBCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+4.14%
vs Peers
+0.89%

POBCX Mutual Fund Performance

POBCX performance across multiple time periods: 1-month 0.27%, YTD 5.04%, 1-year 10.60%, 3-year 9.32%, 5-year 2.88%, 10-year 5.07%.

POBCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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