PBCAX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+0.64%
3 Months
+1.84%
6 Months
+1.35%
YTD
+1.25%
1 Year
+5.24%
3 Years (annualized)
+4.32%
5 Years (annualized)
+2.18%
10 Years (annualized)
+2.14%

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

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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+1.98%
vs Peers
-0.73%

PBCAX Mutual Fund Performance

PBCAX performance across multiple time periods: 1-month 0.64%, YTD 1.25%, 1-year 5.24%, 3-year 4.32%, 5-year 2.18%, 10-year 2.14%.

PBCAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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