PBPAX Mutual Fund

PBPAX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
+1.74%
3 Months
+0.47%
6 Months
+3.58%
YTD
+7.33%
1 Year
+12.53%
3 Years (annualized)
+11.74%
5 Years (annualized)
+4.65%
10 Years (annualized)
+7.58%

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
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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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+8.76%
vs Peers
-1.43%

PBPAX Mutual Fund Performance

PBPAX performance across multiple time periods: 1-month 1.74%, YTD 7.33%, 1-year 12.53%, 3-year 11.74%, 5-year 4.65%, 10-year 7.58%.

PBPAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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