PBLLX Mutual Fund

PBLLX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
-0.53%
3 Months
+3.14%
6 Months
+7.55%
YTD
+10.14%
1 Year
+21.02%
3 Years (annualized)
+16.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLLX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+6.99%
vs Peers
+3.15%

PBLLX Mutual Fund Performance

PBLLX performance across multiple time periods: 1-month -0.53%, YTD 10.14%, 1-year 21.02%, 3-year 16.35%.

PBLLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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