PBPNX Mutual Fund

PBPNX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
+0.61%
3 Months
-0.27%
6 Months
+1.09%
YTD
+5.50%
1 Year
+6.33%
3 Years (annualized)
+14.01%
5 Years (annualized)
+4.68%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBPNX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+14.77%
vs Peers
-9.27%

PBPNX Mutual Fund Performance

PBPNX performance across multiple time periods: 1-month 0.61%, YTD 5.50%, 1-year 6.33%, 3-year 14.01%, 5-year 4.68%, 10-year 7.98%.

PBPNX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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