PBMFX Mutual Fund

PBMFX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-3.05%
3 Months
-1.39%
6 Months
-0.87%
YTD
-0.38%
1 Year
+6.23%
3 Years (annualized)
+1.06%
5 Years (annualized)
-2.26%
10 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.38%
Peer Avg (YTD)
+0.23%
vs Peers
-0.61%

PBMFX Mutual Fund Performance

PBMFX performance across multiple time periods: 1-month -3.05%, YTD -0.38%, 1-year 6.23%, 3-year 1.06%, 5-year -2.26%, 10-year 0.66%.

PBMFX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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