POBCX Mutual Fund

POBCX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-0.27%
3 Months
+2.00%
6 Months
+3.50%
YTD
+4.76%
1 Year
+9.67%
3 Years (annualized)
+8.64%
5 Years (annualized)
+2.71%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POBCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+3.39%
vs Peers
+1.37%

POBCX Mutual Fund Performance

POBCX performance across multiple time periods: 1-month -0.27%, YTD 4.76%, 1-year 9.67%, 3-year 8.64%, 5-year 2.71%, 10-year 4.81%.

POBCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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