PBCAX Mutual Fund

PBCAX Mutual Fund

NAV$9.54
See how much of PBCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.14%
3 Months
-0.59%
6 Months
-1.74%
YTD
+0.01%
1 Year
+3.15%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.83%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBCAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.17%
vs Peers
-0.16%

PBCAX Mutual Fund Performance

PBCAX performance across multiple time periods: 1-month 0.14%, YTD 0.01%, 1-year 3.15%, 3-year 3.78%, 5-year 1.83%, 10-year 2.00%.

PBCAX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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