PBPNX Mutual Fund

PBPNX Mutual Fund

NAV$14.80
See how much of PBPNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.73%
3 Months
+0.57%
6 Months
+3.73%
YTD
+7.61%
1 Year
+12.94%
3 Years (annualized)
+12.22%
5 Years (annualized)
+5.10%
10 Years (annualized)
+8.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.61%
Peer Avg (YTD)
+8.76%
vs Peers
-1.15%

PBPNX Mutual Fund Performance

PBPNX performance across multiple time periods: 1-month 1.73%, YTD 7.61%, 1-year 12.94%, 3-year 12.22%, 5-year 5.10%, 10-year 8.07%.

PBPNX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.72%, 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.