PBCKX Mutual Fund

PBCKX Mutual Fund

NAV$42.49
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Returns Overview

1 Month
+4.53%
3 Months
+2.13%
6 Months
+1.98%
YTD
+0.48%
1 Year
-2.95%
3 Years (annualized)
+13.92%
5 Years (annualized)
+5.90%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBCKX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+6.23%
vs Peers
-5.75%

PBCKX Mutual Fund Performance

PBCKX performance across multiple time periods: 1-month 4.53%, YTD 0.48%, 1-year -2.95%, 3-year 13.92%, 5-year 5.90%, 10-year 14.97%.

PBCKX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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