PCBLX Mutual Fund

NAV$12.45

Returns Overview

1 Month
+1.69%
3 Months
+1.32%
6 Months
+6.47%
YTD
+10.53%
1 Year
+14.54%
3 Years (annualized)
+2.22%
5 Years (annualized)
+4.77%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+9.52%
vs Peers
+1.01%

PCBLX Mutual Fund Performance

PCBLX performance across multiple time periods: 1-month 1.69%, YTD 10.53%, 1-year 14.54%, 3-year 2.22%, 5-year 4.77%, 10-year 4.73%.

PCBLX returns outperform the peer average of 9.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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