PCBFX Mutual Fund

NAV$13.17

Returns Overview

1 Month
+0.24%
3 Months
+6.09%
6 Months
+5.33%
YTD
+5.08%
1 Year
+11.33%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBFX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+4.14%
vs Peers
+0.94%

PCBFX Mutual Fund Performance

PCBFX performance across multiple time periods: 1-month 0.24%, YTD 5.08%, 1-year 11.33%, 3-year 10.32%, 5-year 4.42%, 10-year 6.21%.

PCBFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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