PCBSX Mutual Fund

PCBSX Mutual Fund

NAV$17.32
See how much of PCBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
+2.32%
6 Months
+9.77%
YTD
+9.56%
1 Year
+11.77%
3 Years (annualized)
+9.21%
5 Years (annualized)
+8.26%
10 Years (annualized)
+6.25%

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)
+9.56%
Peer Avg (YTD)
+2.39%
vs Peers
+7.17%

PCBSX Mutual Fund Performance

PCBSX performance across multiple time periods: 1-month 1.12%, YTD 9.56%, 1-year 11.77%, 3-year 9.21%, 5-year 8.26%, 10-year 6.25%.

PCBSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.04%, 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.