PABYX Mutual Fund

PABYX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-1.07%
3 Months
+2.19%
6 Months
+4.87%
YTD
+6.16%
1 Year
+14.21%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.82%
10 Years (annualized)
+8.92%

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)
+6.16%
Peer Avg (YTD)
+5.54%
vs Peers
+0.62%

PABYX Mutual Fund Performance

PABYX performance across multiple time periods: 1-month -1.07%, YTD 6.16%, 1-year 14.21%, 3-year 14.52%, 5-year 7.82%, 10-year 8.92%.

PABYX returns outperform the peer average of 5.54% 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.