PBAOX Mutual Fund

PBAOX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+1.82%
3 Months
+1.23%
6 Months
+6.22%
YTD
+8.56%
1 Year
+14.55%
3 Years (annualized)
+16.14%
5 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBAOX 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
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📉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)
+8.56%
Peer Avg (YTD)
+8.76%
vs Peers
-0.20%

PBAOX Mutual Fund Performance

PBAOX performance across multiple time periods: 1-month 1.82%, YTD 8.56%, 1-year 14.55%, 3-year 16.14%, 5-year 8.05%.

PBAOX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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