PBAMX Mutual Fund

PBAMX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-0.16%
3 Months
+0.25%
6 Months
+2.86%
YTD
+7.37%
1 Year
+9.14%
3 Years (annualized)
+18.35%
5 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBAMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+6.70%
vs Peers
+0.67%

PBAMX Mutual Fund Performance

PBAMX performance across multiple time periods: 1-month -0.16%, YTD 7.37%, 1-year 9.14%, 3-year 18.35%, 5-year 8.55%.

PBAMX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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