PBFDX Mutual Fund

PBFDX Mutual Fund

NAV$42.94
See how much of PBFDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.14%
3 Months
+4.28%
6 Months
+8.46%
YTD
+12.93%
1 Year
+25.77%
3 Years (annualized)
+20.50%
5 Years (annualized)
+13.72%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBFDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+9.41%
vs Peers
+3.52%

PBFDX Mutual Fund Performance

PBFDX performance across multiple time periods: 1-month 2.14%, YTD 12.93%, 1-year 25.77%, 3-year 20.50%, 5-year 13.72%, 10-year 16.28%.

PBFDX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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