PUBCX Mutual Fund

PUBCX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-0.66%
3 Months
+0.72%
6 Months
-0.12%
YTD
+0.47%
1 Year
+4.64%
3 Years (annualized)
+5.88%
5 Years (annualized)
+1.96%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUBCX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+0.12%
vs Peers
+0.35%

PUBCX Mutual Fund Performance

PUBCX performance across multiple time periods: 1-month -0.66%, YTD 0.47%, 1-year 4.64%, 3-year 5.88%, 5-year 1.96%, 10-year 2.41%.

PUBCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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