PBDIX Mutual Fund

PBDIX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+1.97%
3 Months
-0.34%
6 Months
-0.01%
YTD
+1.73%
1 Year
+2.60%
3 Years (annualized)
+9.32%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBDIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+1.93%
vs Peers
-0.20%

PBDIX Mutual Fund Performance

PBDIX performance across multiple time periods: 1-month 1.97%, YTD 1.73%, 1-year 2.60%, 3-year 9.32%, 5-year 3.06%, 10-year 4.55%.

PBDIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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