PBAOX Mutual Fund

PBAOX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
-1.06%
3 Months
+2.37%
6 Months
+5.13%
YTD
+6.62%
1 Year
+15.10%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.13%

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)
+6.62%
Peer Avg (YTD)
+6.99%
vs Peers
-0.37%

PBAOX Mutual Fund Performance

PBAOX performance across multiple time periods: 1-month -1.06%, YTD 6.62%, 1-year 15.10%, 3-year 14.83%, 5-year 8.13%.

PBAOX returns trail the peer average of 6.99% 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.