PCBJX Mutual Fund

PCBJX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
-0.31%
3 Months
+1.67%
6 Months
+3.41%
YTD
+4.82%
1 Year
+10.61%
3 Years (annualized)
+9.78%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.05%

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
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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)
+4.82%
Peer Avg (YTD)
+3.39%
vs Peers
+1.43%

PCBJX Mutual Fund Performance

PCBJX performance across multiple time periods: 1-month -0.31%, YTD 4.82%, 1-year 10.61%, 3-year 9.78%, 5-year 4.29%, 10-year 6.05%.

PCBJX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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