PBAIX Mutual Fund

NAV$17.52

Returns Overview

1 Month
-0.29%
3 Months
+5.68%
6 Months
+9.36%
YTD
+8.47%
1 Year
+12.05%
3 Years (annualized)
+9.43%
5 Years (annualized)
+8.15%
10 Years (annualized)
+6.38%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+3.47%
vs Peers
+5.00%

PBAIX Mutual Fund Performance

PBAIX performance across multiple time periods: 1-month -0.29%, YTD 8.47%, 1-year 12.05%, 3-year 9.43%, 5-year 8.15%, 10-year 6.38%.

PBAIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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