PBMXX Mutual Fund

PBMXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.26%
3 Months
+0.77%
6 Months
+1.55%
YTD
+1.55%
1 Year
+3.12%
3 Years (annualized)
+4.03%
5 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMXX 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
Lipper US Government Money Market Funds Universe Average Index(^LUGMMFUNVAVG)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+1.70%
vs Peers
-0.15%

PBMXX Mutual Fund Performance

PBMXX performance across multiple time periods: 1-month 0.26%, YTD 1.55%, 1-year 3.12%, 3-year 4.03%, 5-year 3.09%.

PBMXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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