PBCKX Mutual Fund

PBCKX Mutual Fund

NAV$41.46
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Returns Overview

1 Month
-2.05%
3 Months
-2.52%
6 Months
-0.44%
YTD
-2.05%
1 Year
-5.11%
3 Years (annualized)
+15.03%
5 Years (annualized)
+4.37%
10 Years (annualized)
+14.64%

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
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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)
-2.05%
Peer Avg (YTD)
+5.23%
vs Peers
-7.28%

PBCKX Mutual Fund Performance

PBCKX performance across multiple time periods: 1-month -2.05%, YTD -2.05%, 1-year -5.11%, 3-year 15.03%, 5-year 4.37%, 10-year 14.64%.

PBCKX returns trail the peer average of 5.23% 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.