PBAIX Mutual Fund

PBAIX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
+1.16%
3 Months
+2.40%
6 Months
+9.86%
YTD
+9.72%
1 Year
+12.12%
3 Years (annualized)
+9.49%
5 Years (annualized)
+8.58%
10 Years (annualized)
+6.39%

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)
+9.72%
Peer Avg (YTD)
+2.39%
vs Peers
+7.34%

PBAIX Mutual Fund Performance

PBAIX performance across multiple time periods: 1-month 1.16%, YTD 9.72%, 1-year 12.12%, 3-year 9.49%, 5-year 8.58%, 10-year 6.39%.

PBAIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.77%, 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.