PBHAX Mutual Fund

PBHAX Mutual Fund

NAV$4.61
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Returns Overview

1 Month
+0.80%
3 Months
+0.65%
6 Months
+1.48%
YTD
+2.33%
1 Year
+3.84%
3 Years (annualized)
+8.92%
5 Years (annualized)
+6.75%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBHAX 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 Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+2.15%
vs Peers
+0.18%

PBHAX Mutual Fund Performance

PBHAX performance across multiple time periods: 1-month 0.80%, YTD 2.33%, 1-year 3.84%, 3-year 8.92%, 5-year 6.75%, 10-year 6.65%.

PBHAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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