PCBKX Mutual Fund

PCBKX Mutual Fund

NAV$14.09
See how much of PCBKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.42%
3 Months
+0.26%
6 Months
+9.23%
YTD
+13.10%
1 Year
+24.70%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.96%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+6.28%
vs Peers
+6.81%

PCBKX Mutual Fund Performance

PCBKX performance across multiple time periods: 1-month 0.42%, YTD 13.10%, 1-year 24.70%, 3-year 16.52%, 5-year 8.96%, 10-year 10.24%.

PCBKX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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