PCBFX Mutual Fund

PCBFX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+0.85%
3 Months
+0.38%
6 Months
+1.86%
YTD
+5.90%
1 Year
+9.51%
3 Years (annualized)
+5.42%
5 Years (annualized)
-1.09%
10 Years (annualized)
+1.11%

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
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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+3.78%
vs Peers
+2.12%

PCBFX Mutual Fund Performance

PCBFX performance across multiple time periods: 1-month 0.85%, YTD 5.90%, 1-year 9.51%, 3-year 5.42%, 5-year -1.09%, 10-year 1.11%.

PCBFX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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