PBLAX Mutual Fund

PBLAX Mutual Fund

NAV$40.31
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Returns Overview

1 Month
+2.46%
3 Months
+1.24%
6 Months
+10.94%
YTD
+2.79%
1 Year
+0.14%
3 Years (annualized)
+14.38%
5 Years (annualized)
+5.42%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLAX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+8.51%
vs Peers
-5.72%

PBLAX Mutual Fund Performance

PBLAX performance across multiple time periods: 1-month 2.46%, YTD 2.79%, 1-year 0.14%, 3-year 14.38%, 5-year 5.42%, 10-year 14.80%.

PBLAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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