PUBCX Mutual Fund

PUBCX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-2.65%
3 Months
-3.18%
6 Months
-1.02%
YTD
-2.07%
1 Year
-0.22%
3 Years (annualized)
+5.90%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUBCX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+0.50%
vs Peers
-2.57%

PUBCX Mutual Fund Performance

PUBCX performance across multiple time periods: 1-month -2.65%, YTD -2.07%, 1-year -0.22%, 3-year 5.90%, 5-year 1.99%, 10-year 2.37%.

PUBCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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