PBAKX Mutual Fund

NAV$17.57

Returns Overview

1 Month
-0.29%
3 Months
+5.73%
6 Months
+9.40%
YTD
+8.51%
1 Year
+12.23%
3 Years (annualized)
+9.58%
5 Years (annualized)
+7.56%

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
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)
+8.51%
Peer Avg (YTD)
+3.47%
vs Peers
+5.04%

PBAKX Mutual Fund Performance

PBAKX performance across multiple time periods: 1-month -0.29%, YTD 8.51%, 1-year 12.23%, 3-year 9.58%, 5-year 7.56%.

PBAKX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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