PCMBX Mutual Fund

PCMBX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+3.27%
3 Months
-0.49%
6 Months
-1.13%
YTD
-0.60%
1 Year
-0.33%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.41%

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
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📉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)
-0.60%
Peer Avg (YTD)
-0.12%
vs Peers
-0.48%

PCMBX Mutual Fund Performance

PCMBX performance across multiple time periods: 1-month 3.27%, YTD -0.60%, 1-year -0.33%, 3-year 4.14%, 5-year 0.75%, 10-year 1.41%.

PCMBX returns trail the peer average of -0.12% 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.