PBLCX Mutual Fund

PBLCX Mutual Fund

NAV$35.70
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Returns Overview

1 Month
-2.97%
3 Months
+3.80%
6 Months
+13.63%
YTD
-0.72%
1 Year
-3.28%
3 Years (annualized)
+15.30%
5 Years (annualized)
+5.62%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLCX 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)
-0.72%
Peer Avg (YTD)
+8.67%
vs Peers
-9.38%

PBLCX Mutual Fund Performance

PBLCX performance across multiple time periods: 1-month -2.97%, YTD -0.72%, 1-year -3.28%, 3-year 15.30%, 5-year 5.62%, 10-year 14.48%.

PBLCX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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