PCBIX Mutual Fund

PCBIX Mutual Fund

NAV$43.39
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Returns Overview

1 Month
+0.86%
3 Months
+3.68%
6 Months
-3.86%
YTD
-4.75%
1 Year
-9.11%
3 Years (annualized)
+7.98%
5 Years (annualized)
+3.73%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBIX 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 Index
This Mutual Fund (YTD)
-4.75%
Peer Avg (YTD)
+9.54%
vs Peers
-14.29%

PCBIX Mutual Fund Performance

PCBIX performance across multiple time periods: 1-month 0.86%, YTD -4.75%, 1-year -9.11%, 3-year 7.98%, 5-year 3.73%, 10-year 10.91%.

PCBIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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