PBFDX Mutual Fund

PBFDX Mutual Fund

NAV$42.19
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Returns Overview

1 Month
-2.95%
3 Months
+0.08%
6 Months
+4.36%
YTD
+11.98%
1 Year
+12.12%
3 Years (annualized)
+23.90%
5 Years (annualized)
+13.11%
10 Years (annualized)
+16.33%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+9.28%
vs Peers
+2.70%

PBFDX Mutual Fund Performance

PBFDX performance across multiple time periods: 1-month -2.95%, YTD 11.98%, 1-year 12.12%, 3-year 23.90%, 5-year 13.11%, 10-year 16.33%.

PBFDX returns outperform the peer average of 9.28% 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.