PCBKX Mutual Fund

PCBKX Mutual Fund

NAV$14.36
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Returns Overview

1 Month
-1.39%
3 Months
+3.61%
6 Months
+10.37%
YTD
+12.62%
1 Year
+26.41%
3 Years (annualized)
+16.13%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.19%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+5.54%
vs Peers
+7.09%

PCBKX Mutual Fund Performance

PCBKX performance across multiple time periods: 1-month -1.39%, YTD 12.62%, 1-year 26.41%, 3-year 16.13%, 5-year 9.17%, 10-year 10.19%.

PCBKX returns outperform the peer average of 5.54% 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.