PABWX Mutual Fund

PABWX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
+5.45%
3 Months
+4.93%
6 Months
+11.07%
YTD
+19.15%
1 Year
+21.66%
3 Years (annualized)
+8.39%
5 Years (annualized)
+11.22%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABWX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+21.07%
vs Peers
-1.92%

PABWX Mutual Fund Performance

PABWX performance across multiple time periods: 1-month 5.45%, YTD 19.15%, 1-year 21.66%, 3-year 8.39%, 5-year 11.22%, 10-year 8.59%.

PABWX returns trail the peer average of 21.07% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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