PBMJX Mutual Fund

PBMJX Mutual Fund

NAV$8.73
See how much of PBMJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.91%
3 Months
-0.62%
6 Months
-1.46%
YTD
-1.11%
1 Year
-0.75%
3 Years (annualized)
+5.16%
5 Years (annualized)
-0.91%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
-1.17%
vs Peers
+0.06%

PBMJX Mutual Fund Performance

PBMJX performance across multiple time periods: 1-month 1.91%, YTD -1.11%, 1-year -0.75%, 3-year 5.16%, 5-year -0.91%, 10-year 1.26%.

PBMJX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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