PCBAX Mutual Fund

PCBAX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+1.12%
3 Months
+2.33%
6 Months
+9.73%
YTD
+9.52%
1 Year
+11.73%
3 Years (annualized)
+9.17%
5 Years (annualized)
+7.53%
10 Years (annualized)
+5.71%

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)
+9.52%
Peer Avg (YTD)
+2.39%
vs Peers
+7.13%

PCBAX Mutual Fund Performance

PCBAX performance across multiple time periods: 1-month 1.12%, YTD 9.52%, 1-year 11.73%, 3-year 9.17%, 5-year 7.53%, 10-year 5.71%.

PCBAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.06%, 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.