PBHXX Mutual Fund

PBHXX Mutual Fund

NAV$1.00
See how much of PBHXX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+0.86%
6 Months
+1.70%
YTD
+2.01%
1 Year
+3.68%
3 Years (annualized)
+4.45%
5 Years (annualized)
+3.47%
10 Years (annualized)
+2.19%

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
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
Lipper Government Money Market Average
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+1.18%
vs Peers
+0.83%

PBHXX Mutual Fund Performance

PBHXX performance across multiple time periods: 1-month 0.29%, YTD 2.01%, 1-year 3.68%, 3-year 4.45%, 5-year 3.47%, 10-year 2.19%.

PBHXX returns outperform the peer average of 1.18% 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.