PACBX Mutual Fund

PACBX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
+1.91%
3 Months
+5.24%
6 Months
+7.33%
YTD
+9.25%
1 Year
+15.07%
3 Years (annualized)
+0.38%
5 Years (annualized)
+3.47%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+6.31%
vs Peers
+2.94%

PACBX Mutual Fund Performance

PACBX performance across multiple time periods: 1-month 1.91%, YTD 9.25%, 1-year 15.07%, 3-year 0.38%, 5-year 3.47%, 10-year 3.38%.

PACBX returns outperform the peer average of 6.31% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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