PCBPX Mutual Fund

PCBPX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
+0.85%
3 Months
+0.70%
6 Months
+2.52%
YTD
+5.39%
1 Year
+9.17%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBPX 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)
+5.39%
Peer Avg (YTD)
+3.78%
vs Peers
+1.61%

PCBPX Mutual Fund Performance

PCBPX performance across multiple time periods: 1-month 0.85%, YTD 5.39%, 1-year 9.17%, 3-year 10.10%, 5-year 3.85%, 10-year 5.69%.

PCBPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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