PBBBX Mutual Fund

NAV$8.47

Returns Overview

1 Month
+0.34%
3 Months
+1.63%
6 Months
+1.09%
YTD
+1.21%
1 Year
+4.95%
3 Years (annualized)
+5.75%
5 Years (annualized)
+0.53%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBBBX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Credit Baa Bond Index(BCBB)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+3.23%
vs Peers
-2.02%

PBBBX Mutual Fund Performance

PBBBX performance across multiple time periods: 1-month 0.34%, YTD 1.21%, 1-year 4.95%, 3-year 5.75%, 5-year 0.53%, 10-year 2.83%.

PBBBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

PBBBX performance comparison shows side-by-side returns with another fund. PBBBX alternatives are available in the Mutual Fund Screener.