PBLCX Mutual Fund

PBLCX Mutual Fund

NAV$35.04
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Returns Overview

1 Month
+4.46%
3 Months
+1.87%
6 Months
+1.48%
YTD
-0.09%
1 Year
-3.92%
3 Years (annualized)
+12.77%
5 Years (annualized)
+4.84%
10 Years (annualized)
+13.78%

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
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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)
-0.09%
Peer Avg (YTD)
+6.23%
vs Peers
-6.32%

PBLCX Mutual Fund Performance

PBLCX performance across multiple time periods: 1-month 4.46%, YTD -0.09%, 1-year -3.92%, 3-year 12.77%, 5-year 4.84%, 10-year 13.78%.

PBLCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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