PBEAX Mutual Fund

NAV$28.42

Returns Overview

1 Month
+3.61%
3 Months
+15.82%
6 Months
+16.55%
YTD
+15.14%
1 Year
+29.15%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.98%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.14%
Peer Avg (YTD)
+9.49%
vs Peers
+5.65%

PBEAX Mutual Fund Performance

PBEAX performance across multiple time periods: 1-month 3.61%, YTD 15.14%, 1-year 29.15%, 3-year 20.81%, 5-year 12.98%, 10-year 12.60%.

PBEAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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