PBPAX Mutual Fund

NAV$15.19

Returns Overview

1 Month
-0.19%
3 Months
+7.83%
6 Months
+6.92%
YTD
+6.62%
1 Year
+14.55%
3 Years (annualized)
+11.33%
5 Years (annualized)
+5.03%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBPAX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+7.64%
vs Peers
-1.02%

PBPAX Mutual Fund Performance

PBPAX performance across multiple time periods: 1-month -0.19%, YTD 6.62%, 1-year 14.55%, 3-year 11.33%, 5-year 5.03%, 10-year 7.88%.

PBPAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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