PBLIX Mutual Fund

PBLIX Mutual Fund

NAV$17.22
See how much of PBLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+3.24%
6 Months
+7.76%
YTD
+10.42%
1 Year
+21.53%
3 Years (annualized)
+16.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLIX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+6.99%
vs Peers
+3.43%

PBLIX Mutual Fund Performance

PBLIX performance across multiple time periods: 1-month -0.47%, YTD 10.42%, 1-year 21.53%, 3-year 16.55%.

PBLIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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