PBCKX Mutual Fund

NAV$43.38

Returns Overview

1 Month
-5.45%
3 Months
+9.73%
6 Months
-4.34%
YTD
-3.88%
1 Year
-3.74%
3 Years (annualized)
+14.83%
5 Years (annualized)
+6.49%
10 Years (annualized)
+15.54%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.88%
Peer Avg (YTD)
+8.97%
vs Peers
-12.85%

PBCKX Mutual Fund Performance

PBCKX performance across multiple time periods: 1-month -5.45%, YTD -3.88%, 1-year -3.74%, 3-year 14.83%, 5-year 6.49%, 10-year 15.54%.

PBCKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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