PBCAX Mutual Fund

PBCAX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-3.42%
3 Months
-4.60%
6 Months
-2.85%
YTD
-3.41%
1 Year
-1.92%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.83%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBCAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.41%
Peer Avg (YTD)
-3.88%
vs Peers
+0.46%

PBCAX Mutual Fund Performance

PBCAX performance across multiple time periods: 1-month -3.42%, YTD -3.41%, 1-year -1.92%, 3-year 3.78%, 5-year 1.83%, 10-year 2.00%.

PBCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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