PBCJX Mutual Fund

PBCJX Mutual Fund

NAV$42.15
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Returns Overview

1 Month
-2.90%
3 Months
+3.99%
6 Months
+14.11%
YTD
-0.07%
1 Year
-2.43%
3 Years (annualized)
+14.57%
5 Years (annualized)
+5.60%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBCJX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+8.68%
vs Peers
-8.75%

PBCJX Mutual Fund Performance

PBCJX performance across multiple time periods: 1-month -2.90%, YTD -0.07%, 1-year -2.43%, 3-year 14.57%, 5-year 5.60%, 10-year 14.80%.

PBCJX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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