PBMSX Mutual Fund

NAV$8.82

Returns Overview

1 Month
-0.28%
3 Months
-1.99%
6 Months
+2.89%
YTD
+1.38%
1 Year
+5.22%
3 Years (annualized)
-3.14%
5 Years (annualized)
-0.38%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+4.36%
vs Peers
-2.97%

PBMSX Mutual Fund Performance

PBMSX performance across multiple time periods: 1-month -0.28%, YTD 1.38%, 1-year 5.22%, 3-year -3.14%, 5-year -0.38%, 10-year 1.20%.

PBMSX returns trail the peer average of 4.36% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

PBMSX performance comparison shows side-by-side returns with another fund. PBMSX alternatives are available in the Mutual Fund Screener.