PCBPX Mutual Fund

NAV$13.10

Returns Overview

1 Month
+0.24%
3 Months
+6.01%
6 Months
+5.24%
YTD
+4.91%
1 Year
+10.99%
3 Years (annualized)
+9.99%
5 Years (annualized)
+4.12%
10 Years (annualized)
+5.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+4.14%
vs Peers
+0.76%

PCBPX Mutual Fund Performance

PCBPX performance across multiple time periods: 1-month 0.24%, YTD 4.91%, 1-year 10.99%, 3-year 9.99%, 5-year 4.12%, 10-year 5.88%.

PCBPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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