PBAKX Mutual Fund

PBAKX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+1.48%
3 Months
+2.36%
6 Months
+10.77%
YTD
+11.39%
1 Year
+11.04%
3 Years (annualized)
+10.12%
5 Years (annualized)
+8.13%
10 Years (annualized)
+6.00%

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)
+11.39%
Peer Avg (YTD)
+4.75%
vs Peers
+6.64%

PBAKX Mutual Fund Performance

PBAKX performance across multiple time periods: 1-month 1.48%, YTD 11.39%, 1-year 11.04%, 3-year 10.12%, 5-year 8.13%, 10-year 6.00%.

PBAKX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.59%, 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.