PBCJX Mutual Fund

NAV$42.74
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Returns Overview

1 Month
-5.43%
3 Months
+9.73%
6 Months
-4.37%
YTD
-3.91%
1 Year
-3.83%
3 Years (annualized)
+14.74%
5 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBCJX 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

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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.91%
Peer Avg (YTD)
+8.97%
vs Peers
-12.88%

PBCJX Mutual Fund Performance

PBCJX performance across multiple time periods: 1-month -5.43%, YTD -3.91%, 1-year -3.83%, 3-year 14.74%, 5-year 6.40%.

PBCJX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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