PCBJX Mutual Fund

NAV$13.07

Returns Overview

1 Month
+0.26%
3 Months
+6.14%
6 Months
+5.40%
YTD
+5.15%
1 Year
+11.48%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.53%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+4.14%
vs Peers
+1.00%

PCBJX Mutual Fund Performance

PCBJX performance across multiple time periods: 1-month 0.26%, YTD 5.15%, 1-year 11.48%, 3-year 10.45%, 5-year 4.53%, 10-year 6.31%.

PCBJX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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