PBLCX Mutual Fund

NAV$36.25

Returns Overview

1 Month
-5.52%
3 Months
+9.47%
6 Months
-4.82%
YTD
-4.35%
1 Year
-4.71%
3 Years (annualized)
+13.89%
5 Years (annualized)
+5.54%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLCX 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)
-4.35%
Peer Avg (YTD)
+8.97%
vs Peers
-13.32%

PBLCX Mutual Fund Performance

PBLCX performance across multiple time periods: 1-month -5.52%, YTD -4.35%, 1-year -4.71%, 3-year 13.89%, 5-year 5.54%, 10-year 14.39%.

PBLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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