PCBSX Mutual Fund

PCBSX Mutual Fund

NAV$17.94
See how much of PCBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.73%
3 Months
+6.05%
6 Months
+8.51%
YTD
+16.19%
1 Year
+17.84%
3 Years (annualized)
+10.93%
5 Years (annualized)
+9.96%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBSX 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
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+3.05%
vs Peers
+13.14%

PCBSX Mutual Fund Performance

PCBSX performance across multiple time periods: 1-month 1.73%, YTD 16.19%, 1-year 17.84%, 3-year 10.93%, 5-year 9.96%, 10-year 6.79%.

PCBSX returns outperform the peer average of 3.05% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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