PABTX Mutual Fund

NAV$34.06

Returns Overview

1 Month
+0.51%
3 Months
+10.04%
6 Months
+5.70%
YTD
+5.34%
1 Year
+12.22%
3 Years (annualized)
+12.79%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+7.64%
vs Peers
-2.30%

PABTX Mutual Fund Performance

PABTX performance across multiple time periods: 1-month 0.51%, YTD 5.34%, 1-year 12.22%, 3-year 12.79%, 5-year 7.11%.

PABTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

PABTX performance comparison shows side-by-side returns with another fund. PABTX alternatives are available in the Mutual Fund Screener.