PBAIX Mutual Fund

PBAIX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
+1.75%
3 Months
+6.12%
6 Months
+8.67%
YTD
+16.44%
1 Year
+18.14%
3 Years (annualized)
+11.22%
5 Years (annualized)
+9.53%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBAIX 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
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+16.44%
Peer Avg (YTD)
+3.99%
vs Peers
+12.45%

PBAIX Mutual Fund Performance

PBAIX performance across multiple time periods: 1-month 1.75%, YTD 16.44%, 1-year 18.14%, 3-year 11.22%, 5-year 9.53%, 10-year 6.62%.

PBAIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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