PCMBX Mutual Fund

PCMBX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-3.75%
3 Months
-5.13%
6 Months
-3.62%
YTD
-3.75%
1 Year
-2.50%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCMBX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-3.75%
Peer Avg (YTD)
-3.88%
vs Peers
+0.13%

PCMBX Mutual Fund Performance

PCMBX performance across multiple time periods: 1-month -3.75%, YTD -3.75%, 1-year -2.50%, 3-year 3.30%, 5-year 0.65%, 10-year 1.42%.

PCMBX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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