PBAKX Mutual Fund

PBAKX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
+1.15%
3 Months
+2.39%
6 Months
+9.97%
YTD
+9.76%
1 Year
+12.22%
3 Years (annualized)
+9.63%
5 Years (annualized)
+7.98%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBAKX 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
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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)
+9.76%
Peer Avg (YTD)
+2.39%
vs Peers
+7.37%

PBAKX Mutual Fund Performance

PBAKX performance across multiple time periods: 1-month 1.15%, YTD 9.76%, 1-year 12.22%, 3-year 9.63%, 5-year 7.98%, 10-year 6.30%.

PBAKX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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