PBHXX Mutual Fund

PBHXX Mutual Fund

NAV$1.00
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Returns Overview

3 Months
+0.59%
6 Months
+1.45%
YTD
+2.61%
1 Year
+3.25%
3 Years (annualized)
+4.21%
5 Years (annualized)
+3.58%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBHXX 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
Lipper Government Money Market Average
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+2.21%
vs Peers
+0.39%

PBHXX Mutual Fund Performance

PBHXX performance across multiple time periods: YTD 2.61%, 1-year 3.25%, 3-year 4.21%, 5-year 3.58%, 10-year 2.22%.

PBHXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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