PCMBX Mutual Fund

PCMBX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-1.55%
3 Months
-0.65%
6 Months
-0.87%
YTD
-0.11%
1 Year
+4.06%
3 Years (annualized)
+3.04%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMBX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+0.39%
vs Peers
-0.50%

PCMBX Mutual Fund Performance

PCMBX performance across multiple time periods: 1-month -1.55%, YTD -0.11%, 1-year 4.06%, 3-year 3.04%, 5-year 0.57%, 10-year 1.42%.

PCMBX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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