PBFKX Mutual Fund

PBFKX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
+2.13%
3 Months
-0.67%
6 Months
-1.55%
YTD
-0.98%
1 Year
-0.60%
3 Years (annualized)
+3.93%
5 Years (annualized)
-3.07%
10 Years (annualized)
-1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBFKX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+1.93%
vs Peers
-2.90%

PBFKX Mutual Fund Performance

PBFKX performance across multiple time periods: 1-month 2.13%, YTD -0.98%, 1-year -0.60%, 3-year 3.93%, 5-year -3.07%, 10-year -1.26%.

PBFKX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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