PMBCX Mutual Fund

PMBCX Mutual Fund

NAV$32.38
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Returns Overview

1 Month
+7.59%
3 Months
+0.06%
6 Months
+3.48%
YTD
-5.26%
1 Year
-5.06%
3 Years (annualized)
+10.55%
5 Years (annualized)
+1.96%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBCX 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 US Aggregate Index
This Mutual Fund (YTD)
-5.26%
Peer Avg (YTD)
+8.01%
vs Peers
-13.26%

PMBCX Mutual Fund Performance

PMBCX performance across multiple time periods: 1-month 7.59%, YTD -5.26%, 1-year -5.06%, 3-year 10.55%, 5-year 1.96%, 10-year 10.16%.

PMBCX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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