PCBIX Mutual Fund

PCBIX Mutual Fund

NAV$38.91
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Returns Overview

1 Month
-9.26%
3 Months
-6.02%
6 Months
+0.11%
YTD
-11.25%
1 Year
-14.66%
3 Years (annualized)
+9.20%
5 Years (annualized)
+4.15%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBIX 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 US Aggregate Index
This Mutual Fund (YTD)
-11.25%
Peer Avg (YTD)
+6.72%
vs Peers
-17.97%

PCBIX Mutual Fund Performance

PCBIX performance across multiple time periods: 1-month -9.26%, YTD -11.25%, 1-year -14.66%, 3-year 9.20%, 5-year 4.15%, 10-year 11.23%.

PCBIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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