PBFRX Mutual Fund

PBFRX Mutual Fund

NAV$8.10
See how much of PBFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.21%
3 Months
-1.04%
6 Months
-2.41%
YTD
-0.49%
1 Year
+1.34%
3 Years (annualized)
+4.43%
5 Years (annualized)
+4.95%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBFRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+2.15%
vs Peers
-2.64%

PBFRX Mutual Fund Performance

PBFRX performance across multiple time periods: 1-month 0.21%, YTD -0.49%, 1-year 1.34%, 3-year 4.43%, 5-year 4.95%, 10-year 4.76%.

PBFRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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