PBCAX Mutual Fund

PBCAX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-1.36%
3 Months
-0.39%
6 Months
-0.98%
YTD
-0.13%
1 Year
+3.66%
3 Years (annualized)
+3.52%
5 Years (annualized)
+0.50%
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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+0.39%
vs Peers
-0.52%

PBCAX Mutual Fund Performance

PBCAX performance across multiple time periods: 1-month -1.36%, YTD -0.13%, 1-year 3.66%, 3-year 3.52%, 5-year 0.50%, 10-year 2.00%.

PBCAX returns trail the peer average of 0.39% 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.