PCBCX Mutual Fund

PCBCX Mutual Fund

NAV$14.05
See how much of PCBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+0.00%
6 Months
+8.66%
YTD
+12.37%
1 Year
+23.48%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.82%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+6.28%
vs Peers
+6.08%

PCBCX Mutual Fund Performance

PCBCX performance across multiple time periods: 1-month 0.36%, YTD 12.37%, 1-year 23.48%, 3-year 15.30%, 5-year 7.82%, 10-year 9.11%.

PCBCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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