PBRCX Mutual Fund

PBRCX Mutual Fund

NAV$2.73
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Returns Overview

1 Month
+0.36%
3 Months
-1.06%
6 Months
-13.31%
YTD
-9.09%
1 Year
-10.40%
3 Years (annualized)
-12.66%
5 Years (annualized)
-9.83%
10 Years (annualized)
-14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBRCX 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
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-9.09%
Peer Avg (YTD)
+5.40%
vs Peers
-14.49%

PBRCX Mutual Fund Performance

PBRCX performance across multiple time periods: 1-month 0.36%, YTD -9.09%, 1-year -10.40%, 3-year -12.66%, 5-year -9.83%, 10-year -14.07%.

PBRCX returns trail the peer average of 5.40% YTD. With an expense ratio of 3.45%, investors should weigh costs against performance when evaluating this mutual fund.

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