PNBCX Mutual Fund

PNBCX Mutual Fund

NAV$27.95

Returns Overview

YTD
+2.27%
1 Year
+14.29%
3 Years (annualized)
+8.00%
5 Years (annualized)
+5.48%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNBCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+11.41%
vs Peers
-9.15%

PNBCX Mutual Fund Performance

PNBCX performance across multiple time periods: YTD 2.27%, 1-year 14.29%, 3-year 8.00%, 5-year 5.48%, 10-year 8.45%.

PNBCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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