PBIPX Mutual Fund

PBIPX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
-0.35%
3 Months
-1.62%
6 Months
+3.04%
YTD
+1.56%
1 Year
+4.86%
3 Years (annualized)
-2.88%
5 Years (annualized)
-0.90%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBIPX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+4.44%
vs Peers
-2.88%

PBIPX Mutual Fund Performance

PBIPX performance across multiple time periods: 1-month -0.35%, YTD 1.56%, 1-year 4.86%, 3-year -2.88%, 5-year -0.90%, 10-year 0.77%.

PBIPX returns trail the peer average of 4.44% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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