PCBAX Mutual Fund

PCBAX Mutual Fund

NAV$17.92
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Returns Overview

1 Month
+2.76%
3 Months
+5.37%
6 Months
+11.28%
YTD
+14.12%
1 Year
+13.69%
3 Years (annualized)
+9.66%
5 Years (annualized)
+7.66%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBAX 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
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+5.41%
vs Peers
+8.71%

PCBAX Mutual Fund Performance

PCBAX performance across multiple time periods: 1-month 2.76%, YTD 14.12%, 1-year 13.69%, 3-year 9.66%, 5-year 7.66%, 10-year 5.88%.

PCBAX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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