PBMIX Mutual Fund

PBMIX Mutual Fund

NAV$53.66
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Returns Overview

1 Month
+6.35%
3 Months
+14.61%
6 Months
+22.33%
YTD
+7.13%
1 Year
+9.84%
3 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+8.23%
vs Peers
-1.10%

PBMIX Mutual Fund Performance

PBMIX performance across multiple time periods: 1-month 6.35%, YTD 7.13%, 1-year 9.84%, 3-year 11.45%.

PBMIX returns trail the peer average of 8.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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