PBHAX Mutual Fund

PBHAX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
-0.49%
3 Months
+0.04%
6 Months
+0.97%
YTD
+1.52%
1 Year
+3.93%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.59%
10 Years (annualized)
+5.29%

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)
+1.52%
Peer Avg (YTD)
+0.12%
vs Peers
+1.40%

PBHAX Mutual Fund Performance

PBHAX performance across multiple time periods: 1-month -0.49%, YTD 1.52%, 1-year 3.93%, 3-year 8.67%, 5-year 3.59%, 10-year 5.29%.

PBHAX returns outperform the peer average of 0.12% 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.