PABYX Mutual Fund

PABYX Mutual Fund

NAV$18.19
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Returns Overview

1 Month
-1.64%
3 Months
-0.96%
6 Months
+8.12%
YTD
+6.28%
1 Year
+9.06%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.32%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+4.97%
vs Peers
+1.32%

PABYX Mutual Fund Performance

PABYX performance across multiple time periods: 1-month -1.64%, YTD 6.28%, 1-year 9.06%, 3-year 16.57%, 5-year 8.32%, 10-year 9.26%.

PABYX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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