PBNAX Mutual Fund

PBNAX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
-1.38%
3 Months
-0.59%
6 Months
-0.75%
YTD
-0.44%
1 Year
+2.85%
3 Years (annualized)
+4.90%
5 Years (annualized)
+0.29%
10 Years (annualized)
+2.03%

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
PROUpgrade to run
📉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)
-0.44%
Peer Avg (YTD)
+0.12%
vs Peers
-0.56%

PBNAX Mutual Fund Performance

PBNAX performance across multiple time periods: 1-month -1.38%, YTD -0.44%, 1-year 2.85%, 3-year 4.90%, 5-year 0.29%, 10-year 2.03%.

PBNAX returns trail the peer average of 0.12% 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.