PBNAX Mutual Fund

PBNAX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
+0.09%
3 Months
-0.41%
6 Months
-4.07%
YTD
+0.04%
1 Year
+2.16%
5 Years (annualized)
-4.20%
10 Years (annualized)
-2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBNAX 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
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+2.15%
vs Peers
-2.11%

PBNAX Mutual Fund Performance

PBNAX performance across multiple time periods: 1-month 0.09%, YTD 0.04%, 1-year 2.16%, 5-year -4.20%, 10-year -2.05%.

PBNAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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