PBMMX Mutual Fund

PBMMX Mutual Fund

NAV$8.50
See how much of PBMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.11%
3 Months
-0.79%
6 Months
-3.93%
YTD
-0.24%
1 Year
+1.65%
3 Years (annualized)
-0.38%
5 Years (annualized)
-4.40%
10 Years (annualized)
-2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMMX 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)
-0.24%
Peer Avg (YTD)
+0.56%
vs Peers
-0.80%

PBMMX Mutual Fund Performance

PBMMX performance across multiple time periods: 1-month 0.11%, YTD -0.24%, 1-year 1.65%, 3-year -0.38%, 5-year -4.40%, 10-year -2.29%.

PBMMX returns trail the peer average of 0.56% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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