PBAMX Mutual Fund

PBAMX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+1.88%
3 Months
+1.47%
6 Months
+6.60%
YTD
+9.12%
1 Year
+15.45%
3 Years (annualized)
+17.01%
5 Years (annualized)
+8.88%

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)
+9.12%
Peer Avg (YTD)
+8.76%
vs Peers
+0.37%

PBAMX Mutual Fund Performance

PBAMX performance across multiple time periods: 1-month 1.88%, YTD 9.12%, 1-year 15.45%, 3-year 17.01%, 5-year 8.88%.

PBAMX returns outperform the peer average of 8.76% 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.