PMBCX Mutual Fund

PMBCX Mutual Fund

NAV$29.58
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Returns Overview

1 Month
-9.32%
3 Months
-6.24%
6 Months
-0.41%
YTD
-11.94%
1 Year
-15.56%
3 Years (annualized)
+8.23%
5 Years (annualized)
+3.16%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBCX 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
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📉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)
-11.94%
Peer Avg (YTD)
+6.73%
vs Peers
-18.66%

PMBCX Mutual Fund Performance

PMBCX performance across multiple time periods: 1-month -9.32%, YTD -11.94%, 1-year -15.56%, 3-year 8.23%, 5-year 3.16%, 10-year 10.14%.

PMBCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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