PBMFX Mutual Fund

PBMFX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-0.81%
3 Months
-2.42%
6 Months
-3.28%
YTD
-1.19%
1 Year
+4.23%
3 Years (annualized)
+1.89%
5 Years (annualized)
-1.94%
10 Years (annualized)
+1.19%

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)
-1.19%
Peer Avg (YTD)
+0.15%
vs Peers
-1.34%

PBMFX Mutual Fund Performance

PBMFX performance across multiple time periods: 1-month -0.81%, YTD -1.19%, 1-year 4.23%, 3-year 1.89%, 5-year -1.94%, 10-year 1.19%.

PBMFX returns trail the peer average of 0.15% 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.