PBOMX Mutual Fund

NAV$8.96

Returns Overview

1 Month
-0.31%
3 Months
-2.14%
6 Months
+2.57%
YTD
+0.95%
1 Year
+4.56%
3 Years (annualized)
-3.68%
5 Years (annualized)
-0.88%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBOMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+4.44%
vs Peers
-3.49%

PBOMX Mutual Fund Performance

PBOMX performance across multiple time periods: 1-month -0.31%, YTD 0.95%, 1-year 4.56%, 3-year -3.68%, 5-year -0.88%, 10-year 0.70%.

PBOMX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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